Optimizing Your Social Security

October 20th, 6 P.M. (Pacific)

Email bonita@freedomfinancialcoaching.co to REGISTER & receive Zoom link!


Optimizing Your Social Security is a workshop designed for those looking for answers on how to best receive Social Security benefits. This is one of the least understood benefit programs available to retirees today. Advanced planning is essential, and the decisions made will have a tremendous impact on the total amount of benefits you receive over your lifetime. This workshop provides a valuable working knowledge of the Social Security benefit as it applies to retirement planning. The materials cover: the history of Social Security, how to qualify, spousal benefits, widow & widower benefits, taxation, working while you receive benefits, issues involved in claiming benefits early, strategies to optimize your benefits while developing an income stream in retirement, and how to coordinate with other retirement savings. This is not a financial seminar… this is a financial workshop leaving you with the knowledge and information needed to make informed decisions about Social Security benefits and the coordination of other retirement assets.