Social Security Planning

Monday, August 15, 2022
Monday, August 15
10:30 – 11:15 am
Social Security Planning
Presented by Kelli Soukup
and Karin Botelho, CEBS
1900 Brother Geenen Way, Dwyer Room
We will discuss strategies to maximize your benefits.

– Understanding Social Security strategies

– How income affects Social Security & Tax planning

– Getting the most out of your benefits

– Spousal, widow, and other benefits

– Penalties and withholdings

Lynne Anast