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Everything You Need to Know About Social Security – Registration Required
October 24, 2023 @ 6:00 pm - 7:30 pm
FreePresented by Patricia L. Burris, CFP®, Meld Financial
When: Tuesday, October 24th, 6:00 -7:30 PM CST
Where: Birmingham Botanical Gardens
The filing decisions you make about your Social Security benefits will have a life-long impact on your and your spouse’s retirement income. Join us for this live event to learn more about Social Security as Pat Burris shares what she’s learned in her 10+ years of helping people like you make informed decisions. You will learn important information to consider before applying for benefits and ways to coordinate spouse (or ex-spouse) benefits. Topics discussed include:
Will Social Security be there for you? A look at the Trust Fund and changes Congress is considering.
How your Social Security benefits are calculated.
Should you apply when first eligible at age 62 or wait?
The impact of receiving Social Security and continuing to work.
Taxation of Social Security benefits.
Spousal benefits and filing strategies.
Survivor benefits.
Ex-spouse benefits.
Cost of living increase and what’s new for 2024.
How to get a custom personalized Social Security analysis.
A light supper will be served at the event.
There is no cost to attend, but attendance requires registration in advance.