Understanding and Maximizing Social Security Benefits

Join us for this free informative seminar presented by David Zander, CFP, Back Nine Financial, LLC.

For most Americans, Social Security is a significant retirement asset, and claiming decisions are irrevocable. Making the best possible selections related to your Social Security options can mean a material difference of well over $500,000 in the income it provides to you over the course of your retirement years. We are offering this workshop to our clients, their associates, friends, and family, to help everyone make an informed decision.

Highlights of the seminar are:

• An introduction to Social Security, as well as an explanation of key terms and how your benefits are calculated
• An analysis comparing your cumulative Social Security benefits given different start dates and life expectancies
• A retirement needs analysis comparing the cumulative financial requirements of your financial portfolio necessary to meet your projected expenses
• A case study demonstrating how the choice of a Social Security starting date can extend your financial portfolios longevity
• A discussion about the impact of the Bipartisan Budget Bill 2015 on future Social Security benefits

Refreshments will be served.