SAVVY SOCIAL SECURITY PLANNING

SAVVY SOCIAL SECURITY PLANNING
WHAT BABY BOOMERS NEED TO KNOW TO MAXIMIZE RETIREMENT INCOME

If you were born before 1954, recent legislation affected some Social Security strategies.

Join local representatives, Joanne McDonough, Wayne Peterson, Michael Glantz and Tammie Mark for one of these free sessions for those in or nearing retirement, including information on the new law. Thrivent Financial guest speaker Darrell Shideler, CFP®, ChFC®, CLU®, LUTCF, FIC, RICP®, will cover:

  • Social Security and strategies for maximizing your benefits.
  • The ideal time to apply for Social Security.
  • Ways to minimize taxes on Social Security benefits.

Please call 408-984-8777 x301 or email [email protected] to reserve a place for yourself and a guest. You may also register at Thrivent.com/findaworkshop. Refreshments will be served at all workshops and a light lunch will be served on March 3rd.

Click here Social Security Workshop for more details.