Baby Boomers’ Social Security Workshop

November 7
6:30 pm - 8:00 pm

Join Retirement Income Certified Professional Paul Levin, CFP, ChFC, RICP of Retirement Refined, LLC, for an informative social security workshop designed for Baby Boomers.  Topics to be covered will be:

  • When should you apply for Social Security?
  • Advantages and disadvantages of applying early.
  • Advantages and disadvantages of delaying your benefits.
  • Strategies for coordinating benefits with your spouse.
  • How to maximize your benefits.
  • Rules for survivor benefits.
  • How to reduce taxes on your Social Security and on your other retirement income sources.