Thomas, Judy and Tucker, in conjunction with Weston Banks Wealth Partners, will be hosting a free seminar on “Making the Most of Your Social Security Benefits” in the TJT offices on November 19th . The seminar will begin at 9:00 a.m. and coffee and breakfast pastries will be served. We will explore different strategies for claiming Social Security benefits based upon an individual or a couple’s specific situation. Our presentation will also highlight a calculation software that can be used to maximize your potential benefit based upon your individual information. We will also cover the different types of benefits available to couples and the suggested strategies for utilizing those benefits. Finally, we will have a case study to demonstrate how one of our TJT employees works through her Social Security distribution decision.
If you would like to sign up for this seminar or have further questions, please contact Ellen Bosserman with Weston Banks. Her phone number is 919-783-8500 or you can reach her via email at ellen.bosserman@westonbanks.com.
Debating whether to come? Helpful for the following groups:
- Age 55-65 and considering taking benefits within the next 8-15 years.
- Children of parents approaching this decision
- Couples with one spouse already receiving Social Security payments, and the other spouse is waiting until some future undecided time
- Anybody hoping to better understand the Social Security benefit calculations