Social Security Crash Course – Preparing for Your Retirement
Thursday, April 27, 2017
Location:Yusunas Meeting Room
*** RSVP is requested. Please call 941-952-1188 or email Kelly.Holleran@lpl.com***
Social Security is a critical component of retirement planning. It can be overwhelming and potentially very costly if you are uninformed. It is important to know your benefits, understand your options and determine a plan to maximize your benefits. Joseph P Walsh MBA, CFP®, CFA, President & CEO – Walsh & Associates will discuss the timing of taking your benefits, explore the pros and cons of working while collecting Social Security and examine the tax impact of your SS benefit and how to maximize your household benefits.
For complete Money Smart Week 2017 program listing, go to: www.moneysmartweek.niu.edu
Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial.