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Social Security Planning Workshop 02/12/2020 is a Course

Social Security Planning Workshop 02/12/2020

Feb 12 - Feb 12, 2020

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Full course description

Course Description/Meeting Summary:

Is it time for you to collect your Social Security or time to begin planning? Be sue you have all of the facts before you decide There can be a significant income difference depending on your decision

  • Component Number: 000

Meeting Locations and Times:

RBELC- 1st Floor, Board Room on February 12th, 2020, 5:00PM - 6:30PM
445 West Amelia st., Orlando, FL 32801

Contact Information:

Email: Retirement.Services@OCPS.net
or
Phone: 407 317-3227 or cisco 200-3227

Full Description/Meeting Details:

Topics to be discussed include:

1.  Five factors to consider when deciding when to apply for benefits.

2.  When it makes sense to delay benefits - and when it does not.

3.  Why you should always check your earnings record for accuracy.

4.  How to estimate your benefits.

5.  Strategies for coordinating benefits with your spouse.

6.  How to minimize taxes on Social Security benefits.

7.  How to coordinate Social Security with your other sources of retirement income.

 

Date:  Wednesday, February 12, 2020

Time:  5:00pm - 6:30pm

Location:  RBELC Board Room

Presented by:  Jim Greene

 

 

 

 

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