Savvy Social Security Planning
What Baby Boomers Need to Know to Maximize Retirement Funds
Get the most out of your social security benefits. Part of Money Smart Week.
At this workshop you will learn 5 factors to consider when deciding to apply for benefits; when it makes sense to delay benefits and when it does not; why you should always check your earnings record for accuracy; how to estimate your benefits; two innovative strategies for coordinating benefits with your spouse; how to minimize taxes on Social Security benefits; how to coordinate Social Security with your other forms of retirement income
Presented by Chesser Financial – Jim Lilley, Jason Fagan and Jennifer White
Main Library, Robeson Pavilion Room A & B
The Library is committed to making events accessible for all. To request an Americans with Disabilities Accommodation, please complete this form, or contact us by email at info@champaign.org, by phone at 217/403-2000, or through chat. Learn more about accessibility at the library.