CDC Guidelines for prevention of COVID-19 transmission will be followed.
Dolley Madison Library
1244 Oak Ridge Ave - McLean, VA 22101
Jim Musgrave, CRPC
Chartered Retirement Planning Counselor
Thurs - October 24, 2024
6:30 - 8:00 PM EST
Tues, October 29, 2024
6:30 - 8:00 PM EST
At SOFA, we believe if something’s worth doing, it’s worth doing right. When it comes to the nuances of Social Security, learning how to optimize your Social Security benefits goes a long way to helping you live comfortably and confidently.
This 90-minute master class offers real world strategies for those who are preparing for retirement and want to learn how to optimize their Social Security benefits and make their personal savings last.
One of the most important decisions you will be required to make before you retire is when and how to claim Social Security benefits. The majority of retirees apply for benefits as soon as they become eligible, at age 62. For many however, they do so without realizing they are significantly and permanently reducing the benefit amounts they and their spouse will receive throughout their lifetime.
Whether you’re single, married, divorced or widowed, there may be ways to optimize the amount of lifetime, after-tax benefits you and your family receive from Social Security. To do so successfully requires a keen understanding of the Social Security retirement system and the critical issues outlined below:
At SOFA, we believe if something’s worth doing, it’s worth doing right. When it comes to the nuances of Social Security, learning how to optimize your Social Security benefits goes a long way to helping you live comfortably and confidently.
This 90-minute master class offers real world strategies for those who are preparing for retirement and want to learn how to optimize their Social Security benefits and make their personal savings last.
One of the most important decisions you will be required to make before you retire is when and how to claim Social Security benefits. The majority of retirees apply for benefits as soon as they become eligible, at age 62. For many however, they do so without realizing they are significantly and permanently reducing the benefit amounts they and their spouse will receive throughout their lifetime.
Whether you’re single, married, divorced or widowed, there may be ways to optimize the amount of lifetime, after-tax benefits you and your family receive from Social Security. To do so successfully requires a keen understanding of the Social Security retirement system and the critical issues outlined below:
Single, Spouse, Divorce Spouse and Widow benefits.
Pros & Cons of filing before and after your full retirement age.
We compare and contrast two case studies to illustrate the benefits of social security optimization.
Detailed cash flow summaries that explain and compare the two case strategies.
Whether you have a financial advisor or do it yourself, we’ll share 5 steps you must take to secure a successful retirement.
How to get the maximum results from this master class.
How to set up an online Social Security user account and download your statement.
Eligibility requirements
Cost of Living Adjustments
Impact of the “Earnings Test”
How Delayed Retirement Credits can maximize your income and hedge against inflation.
Learn how Social Security benefits are taxed
Identify how working impacts Social Security benefit
Examine various “reset” strategies or “do-over” plan
Create a personal retirement income plan
“It’s no secret that Social Security can seem very complicated. Enroll in this free course to learn tips to boost your income, and how to avoid common mistakes.”
“It’s no secret that Social Security can seem very complicated. Enroll in this free course to learn tips to boost your income, and how to avoid common mistakes.”
Register Today!
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on a first-come, first-serve basis.
Register Today!
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on a first-come, first-serve basis.
By providing my phone number, I agree to receive text message confirmations and reminders for this event.
Thurs - October 24, 2024
6:30 PM
Tues, October 29, 2024
6:30 PM
1244 Oak Ridge Ave
McLean, VA 22101
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on first come, first serve basis. You can also register by calling (800) 823-3785 - RSVP Code 259649.
By providing my phone number, I agree to receive text message confirmations and reminders for this event.
Thurs - October 24, 2024
6:30 PM
Tues, October 29, 2024
6:30 PM
1244 Oak Ridge Ave
McLean, VA 22101
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on first come, first serve basis. You can also register by calling (800) 823-3785 - RSVP Code 259649.
James C. Musgrave, CRPC - As a wealth advisor and Chartered Retirement Planning Counselor with over 25 years’ experience, Jim helps people within 8 years of retirement to avoid making costly mistakes and maintain their standard of living in retirement. He specializes in retirement planning, money management, 401(k) plans and financial planning for individuals, federal employees and business owners. He is passionate about financial education and is the president of the Baltimore/Washington corridor chapter of the Society For Financial Awareness, through which he provides social security, investment and retirement educational seminars for businesses, federal agencies, military bases, and non-profits.
Founder and CEO of Musgrave Financial Solutions
Has over 25+ years' experience as a financial advisor
Holds his CRPC designation (Chartered Retirement Planning Counselor) and Certified Social Security Claiming Strategies designation
SOFA the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA's role is only to educate and inspire. SOFA only represents the educational workshop - all other endorsements are non-SOFA related.
Securities offered through Regulus Financial Group, LLC (Regulus). Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC (Regal), an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Insurance products are offered through Musgrave Financial Solutions. Regulus and Regal are affiliated entities. Musgrave Financial Solutions is independent of Regulus and Regal.
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