Join us for an informative webinar designed to help you maximize your Social Security benefits and enhance your retirement income strategy. With over 2,700 rules and numerous claiming strategies, navigating Social Security can be challenging, but we’ll guide you through the complexities to ensure you don’t miss out on what you deserve.
When:
December 3rd, 2024 11:00am ET
What you'll learn:
- The role of Social Security in your retirement income
- Key terms and types of benefits you need to know
- Common Social Security pitfalls and how to avoid them
- How your employment status affects your claiming strategy
- Ways to integrate Social Security with your assets and savings for a well-rounded retirement income plan
- Strategies to protect your portfolio from stock market losses during retirement
Don’t miss this opportunity to ensure you're getting the most out of Social Security and securing your financial future.
Presenters:
Paulo Aguilar, CFA, CAIA
Partner | Senior Investment Advisor
Louis Tucci
Partner | Senior Investment Advisor