Savvy Social Security Planning
AAA in partnership with Sterling Retirement Resources
AAA Minneapolis is proud to sponsor this valuable, members-only program, featuring long-time AAA speaker, Steven C. Finkelstein, CFP, and Megan E. Gerhman, CFP.
This educational program is designed to help you better understand Social Security benefit options and how to make savvy decisions to maximize sustainable retirement income.
New rules may impact how you collect your Social Security benefits
Decisions you make now can have a tremendous impact on the total amount of benefits you receive over your lifetime. If you are a baby boomer and want to be a savvy shopper in the Social Security supermarket, this seminar will arm you with great insight and tips:
- 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 in the future & their impact on baby boomers
This program is complimentary to AAA members. Registration is requested.