Choosing Social Security benefits is a primary retirement decision. Over 65 million people receive monthly Social Security benefits. And, for most older beneficiaries, this represents the majority of their income.
There are a number of myths and misconceptions about Social Security. As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.
Join us for an overview of:
- How Social Security benefits work for you and your spouse
- When and how to start receiving Social Security benefits
- Opportunities to increase your benefits through retirement
Speakers for this in-person Learning Lunch are:
- Kim Rubenstein, CFP®, Managing Partner and Director of Financial Planning of Undivided Wealth.
- Jennifer Taboada, Vice President, Wealth Education Specialist of BlackRock. Jen is a member of BlackRock’s Advisor Insights team & currently leads the Social Security Consulting team.
Lunch will be provided.
