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Webinar: Addressing Your Social Security Benefits




Webinar: Addressing Your Social Security Benefits

Thursday, September 03, 2020

5:30p - 7:30p MST

Live-Stream (ZOOM)

2020-09-03T17:30:00.0000000
2020-09-03T19:30:00.0000000
PT2H

Navigating your Social Security benefits can be a confusing process. Although the process may vary between all applicants, we believe this webinar is beneficial to anyone who is approaching retirement.

Our co-founders, Zachary Bouck, CIMA®, and Blair Braden, CFP®, will be discussing a complete overview of the process and considerations that you should make regarding your Social Security benefits. In this live-streamed workshop, we will cover:

  • Full Retirement Age & Other Important Milestones
  • How to Calculate Your Benefit
  • Earnings Limits
  • Spousal Benefits
  • Spousal Requirements and Considerations
  • Ex-Spousal & Divorcee Benefits
  • Survivors Benefits
  • Taxation on Your Benefits

…and more! A live Q&A will follow this webinar; however, if you have any questions regarding your specific situation, please do not hesitate to contact our office at (303) 261-8015.

 

Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for individualized tax or legal advice. We suggest that you discuss your specific situation with your tax or legal advisor.

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