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Understanding how Social Security fits into your overall retirement strategy is essential for building a reliable and lasting financial plan. Rather than viewing it as a standalone benefit, think of Social Security as a foundational income stream that works alongside your savings, investments, and any pensions you may have.
Learning Objectives:
- Evaluate how claiming Social Security at different ages affects your monthly income, total lifetime benefits, and long-term financial security.
- Identify strategies to maximize your benefits, including optimal timing, spousal considerations, and tax-efficient planning.
- Understand how Social Security integrates with your overall retirement plan, complementing your savings, investments, and other income sources.
Speakers – Jeff George
- Wealth Management Advisor, Managing Director, Merrill Lynch
- Inspira Health Network Board Member, Inspira Hospital Board Chair
- Greater Vineland Chamber of Commerce, Past President
- Former Army Captain, Company Commander 101st Airborne Division, Operation Iraqi
Freedom
1 DLGS, 1 SHRM, and 1 HRCI Credit Available
October 23rd, 11:00 am to 12:00 pm – Registration
Zoom Webinar: Click Here to Register