Social Security Strategies & Your Retirement Future

10/06/2022, 6:00 pm - 7:30 pm
Woodbridge Town Library Meeting Room
10 Newton Road
Woodbridge , Connecticut 06525
Categories: Adult Event
Loading Map....

Social Security Changes Can Affect Your Retirement

Retirement is one of the most important life events many of us will ever experience. When to collect Social Security may be the single most important decision you make in context of planning your retirement. Laws and regulation have changed on social security and you need to keep yourself informed on these and other issues that pertain to Social Security.

This is a great opportunity to learn KEY CONCEPTS you need to know BEFORE applying for Social Security. Depending on your age, Social Security filing strategies may boost lifetime benefits & increase retirement income by tens of thousands. Always consider Social Security payout as an important component of your retirement plan.

Social Security Changes Can Affect Your Retirement

- January 1, 2016 Social Security regulation changes impacting the filing timing options available to you.

- How Social Security benefits are calculated and the advanced planning required to increase them.

- Why married couples, divorced and widowed individuals can miss out on significant lifetime sums.

- How Social Security sums may be integrated into a retirement analysis projecting future monthly income.

- The “three legged stool” approach to retirement planning and how to support your needs in the future.

- Learn how your social security benefit may be taxed and how that can change your outlook.

- If I elect Social Security and continue to work will my benefits be reduced or eliminated.

Please register at the bottom of this page.


Michael Alimo - A 30-year industry veteran, for the past 18 years financial service advisor Alimo has served clientele around CT & New England at his USA Financial & Tax Services, LLC. Services include comprehensive financial planning; investment and portfolio management; wealth preservation and transfer strategies; business and estate tax planning. Committed to giving back to the community via educational workshops, Mr. Alimo has hosted many seminars for groups at libraries, and social organizations about a variety of financial and planning topics.

David Weyner - Following 20 years as a senior corporate executive, since 2012 Mr. Weyner has worked with the Connecticut community with various financial and insurance planning needs. As Senior Associate, USA Financial and Tax Services, Mr. Weyner has also spoken at many seminars and workshops with the objective of helping community members better understand their planning options and strategies to enhance their retirement planning. Originally from New York, David attended Stonybrook University and has two grown children living in Philadelphia and New Orleans.

Tickets

Registration Information