Broker Check
10 March
Social Security Planning I (CPE Only)


According to the Social Security Administration’s own statistics, the majority of workers begin collecting(SEE: a reduced retirement benefit before their full retirement age. Although there may be many reasons for this, we have found that sometimes it may not be the most advantageous action.

This presentation addresses some of the basic concepts workers should understand so they can make good decisions about their retirement benefits. Included is a discussion about:

  • The future health of Social Security benefits;
  • The benefit calculation methodology and options for claiming benefits
  • Taxation of benefits
  • Retirement benefit strategies with hypothetical case studies

Breakfast will be provided.

Date and Time

Tue, Mar 10, 2020

9:00a - 10:00a EST


Family Wealth Decisions Group

6900 Jericho Turnpike
Suite 101E
Syosset , NY 11791
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Event Registration