27
Sept
Lunch and Learn: Meaningful Ways to Maximize Your Social Security Benefit
Description
Please join us at Ridgway Private Wealth for a lunch event/workshop on how Social Security can be influenced by six fundamental financial planning considerations. Register to attend in person or via zoom. We will send menu choices for in person attendees and zoom links for virtual attendees prior to the event.
Workshop Goals
To understand…
•How Social Security can be influenced by six fundamental financial planning considerations.
•The Complexities of the Social Security System and why it’s crucial to make the right claiming decisions.
•The role Social Security benefits can play in your overall retirement income and the importance of working to get the most out of your benefit.
•Potential monetary consequences and benefits of claiming earlier versus later.
•Key spousal decisions and benefits surrounding marriage, divorce, restricted application, and death.
•How Social Security is structured to help combat inflation but can potentially add to your tax liabilities in retirement.
Date and Time
Wed, Sep 27, 2023
12:00p - 1:00p MST
Location
Ridgway Private Wealth
2910 N. Swan Road
Suite 110
Tucson ,
AZ
85712
Note
We are located in Plaza Palomino, just east of Trident Grill.