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Social Security Planning Workshop ~ 02/01/2023 is a Course

Social Security Planning Workshop ~ 02/01/2023

Started May 22, 2022


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 See the bottom of the flyer for registration information

  • Component Number: 000

Meeting Locations and Times:

SEE DESCRIPTION, SEE DESCRIPTION on February 1st, 2023, 5:00PM - 6:30PM
See Description, ., FL 00000

Contact Information:

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 1 , 2022

Time:  5:00pm - 6:30pm

Location:  Virtual Meeting - Information will be provided once you have registered.  Please register on Canvas no later than 12Noon on the meeting date in order to receive the web invite on your OCPS outlook calendar.  This course is NOT on canvas.  It is a virtual Webinar.

Presented by:  Jim Greene





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