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What you need to know to optimize Social Security
and make your retirement savings last.
Jim Musgrave, CRPC
Chartered Retirement Planning Counselor
Tuesday, July 19th, 2022
6:00pm EST
Monday, July 25th, 2022
6:00pm 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:
“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.
Tuesday, July 19th, 2022
6:00pm EST
Monday, July 25th, 2022
6:00pm EST
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on first come, first serve basis.
James C. Musgrave, CRPC - As a wealth advisor and Chartered Retirement Planning Counselor with over 21 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.
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.
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