Broker Check
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.

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PT1H

Event Registration