Savvy Social Security Planning for Individuals
Divorcees and widows/widowers have options of how and when to receive their Social Security Income.The decisions made now can have a tremendous impact on the total amount of benefits over a lifetime. Learn rules regarding divorced spousal benefits and innovative strategies for coordinating survivor benefits plus more.This workshop will cover:
- 5 factors to consider when deciding to apply for benefits
- How to estimate your benefits
- Rules regarding Divorced Spousal Benefits
- Innovative strategies for coordinating Survivor benefits.
- How to minimize taxes on Social Security Benefits
- How to coordinate Social Security with your other forms of retirement benefits
Eligible UCare members may receive up to a $15 discount on many Community Education classes when registering over the phone. Contact Community Education for further information.
Robert S. Davis
Instructor
Robert Davis is a Certified Financial Planner and President of Financial Compass Corporation (FCC), a fee-only Minnesota Registered Investment Advisory firm. Married with two kids, he is an active volunteer in his community and serves in various leadership roles with those volunteer groups.
AL077-2C42-F1
Online registration is overInstructors:
- Robert S. Davis
| Date | Time | Location |
|---|---|---|
| Thu, Nov 10th 2022 | 6:30 - 8:30 PM | Educational Service Center/Staff Development Center |