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