Description
We will begin with a review of the basics of the Social Security system for those who have not attended this session in the past. The main part of the session will illustrate specific recommendations of the optimal time to begin Social Security benefits for various situations: Basics; 62, 66 or 70 - when is the best time; Divorce; Disability; Death; WEP; GPO. Get your questions answered!
Speaker(s):
- Theodore
Sarenski,
CPA/PFS, CFP, AEP, CGMA,
Wealth Adviser,
Capital One/United Income