FREE EDUCATIONAL WORKSHOP IN WESTON
Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income
Tuesday, April 30, 6:30PM - Weston Public Library
GET ANSWERS TO YOUR QUESTIONS
AT THIS WORKSHOP YOU WILL LEARN:
- Will Social Security be there for me?
- How much can I expect to receive?
- When should I apply for Social Security
- How can I maximize my benefits?
- Will Social Security be enough to live on in retirement?
- Five factors to consider when deciding when to apply for benefits
- Why you should always check your earnings record for accuracy
- How to coordinate benefits with your spouse
- How to minimize taxes on Social Security benefits
- How to coordinate Social Security with your other sources of income
Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative 60-minute seminar covers the basics of Social Security and reveals innovative strategies designed for maximizing your benefits.
ABOUT YOUR PRESENTER
Dixon Downey Financial Advisor
Dixon Downey is a Financial Advisor at Reby Advisors, helping clients clarify their goals and developing financial strategies designed to achieve them. Dixon has more than a decade of experience managing client wealth, including advisory roles at Merrill Lynch and Round Rock Advisors (Ameriprise). He has earned the Accredited Portfolio Management Advisor Designation (APMA) through the College for Financial Planning.
ADV link | Privacy Policy | Disclosure Securities offered through Triad Advisors. Member FINRA/SIPC. Advisory services offered through Reby Advisors. Reby Advisors not affiliated with Triad Advisors.