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(Virtual) Maximizing Social Security Benefits and Avoiding Mistakes

July 22 @ 11:00 am - 12:00 pm Eastern

Determining the best strategy for incorporating Social Security into your retirement plan can help maximize your benefits and offset a larger portion of your retirement expenses. Although you can never fully predict your future needs, proper planning can help ensure that you are financially prepared to meet your retirement objectives and goals.

On Thursday, July 22 from 11 am to 12 pm, join Judy Barnhard, CPA, CFP®, CDFA® co-chair of CBM’s financial planning practice and Alex Seleznev, MBA, CFP®, CFA, partner, financial advisor and portfolio strategist at CBM, and co-founder of the firm’s investment advisory subsidiary, MBI, for a 1-hour educational session entitled “Maximizing Social Security Benefits and Avoiding Mistakes”.

Judy and Alex plan to address the following questions, and others:

  • How does Social Security work?
  • When should I claim my Social Security benefits?
  • Should I delay receiving Social Security?
  • Can I earn income when I receive Social Security?
  • How is Social Security taxed?
  • Will my spouse receive benefits?
  • What about my ex-spouse?

Details

Date:
July 22
Time:
11:00 am - 12:00 pm