Demystifying Social Security
Professional, Financial, and Legal -
Fall 2021/Winter 2022
Deciding how and when to claim Social Security is one of the most critical financial decisions a person will make in his or her lifetime. By not understanding the many complex rules surrounding Social Security, you could leave thousands of dollars on the table. In this class, you will learn when you should file for Social Security benefits? What are the advantages and disadvantages of filing at age 62 or deferring to age 70? How does the November 2015 change in the rules affect me? How can I make sure I am taking advantage of available spousal, survivor or divorced benefits? How much of my Social Security will be subject to income tax? What potential changes are in store for Social Security and how might they affect my claiming decision? These questions and many more will be answered in this very important class. No Senior/Staff Discount.
Daniel Williams, CLU, CHFC, CFP is a Certified Financial Planner and co-founder of the Dover Group. He is a frequent speaker on retirement, estate planning and asset protection strategies and has been named as one of Boston’s top planners in Boston Magazine and The Wall Street Journal.