Savvy Social Security

Day and Time

Featuring Steven C. Finkelstein, CFP®, Megan E. Gehrman, CFP®, and Luke J. Strom, CFP® of Sterling Retirement Resources – long time AAA Minneapolis financial educators.

Presented by AAA Minneapolis Insurance Agency in partnership with Sterling Retirement Resources, Inc., this educational program is designed to help you better understand the Social Security benefit options and how to make savvy decisions to maximize sustainable retirement income.

Decisions you make now can have a tremendous impact on the total amount of benefits you receive over your lifetime.

Although some loopholes have been closed, the rules surrounding a Social Security decision are very complicated. There are still up to 10,000 ways to claim benefits. Many people claim too early and leave money on the table, or they haven’t saved enough for retirement. Coordinating your Social Security decision is the foundation for a retirement income plan adding longevity and impacting a long-term withdrawal strategy.

Hear from longtime AAA educators on important social security topics including:

  • 5 Factors to consider when to apply for benefits
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • Possible reforms of social security in the future and their impacts on you TODAY
  • Detailed case studies with real-life examples

Steve Finkelstein, Megan Gehrman and Luke Strom are Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC. Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Some advisory services also offered through AdvisorNet Wealth Management. Cetera is under separate ownership from any other named entity. Branch: 120 Broadway Ave S, Suite 200 Wayzata, MN 55391, 763-762-3400