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Rockville Memorial Library
21 Maryland Ave - Rockville, MD 20850
Jim Musgrave, CRPC
Chartered Retirement Planning Counselor
Tue, October 17th, 2023
6:30 PM EST
Wed, October 25th, 2023
6:30 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:
“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.
Tue, October 17th, 2023
6:30 - 8:00 PM
Wed, October 25th, 2023
6:30 - 8:00 PM
21 Maryland Ave
Rockville, MD 20850
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 (833) 544-0523.
Tue, October 17th, 2023
6:30 - 8:00 PM
Wed, October 25th, 2023
6:30 - 8:00 PM
21 Maryland Ave
Rockville, MD 20850
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 (833) 544-0523.
James C. Musgrave, CRPC - As a wealth advisor and Chartered Retirement Planning Counselor with over 23 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.
Graduated from the University of Alabama
Has over 23+ 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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