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 senior investment 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:
Join Councilor, Buchanan & Mitchell, P.C. and MBI on Thursday, July 22 for an educational event explaining all the benefits of social security and answering any questions you might have.