Savvy Social Security Planning - Cedar Park Library

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Cedar Park Library

500 Discovery Blvd.

Cedar Park, TX 78613

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The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.Don’t miss this valuable workshop designed especially for baby boomers.At this workshop you will learn...

  • 5 factors to consider when deciding to apply for benefits
  • When it makes sense to delay benefits — and when it does not
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • Innovative strategies for coordinating benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other forms ofretirement income
  • What to do if you have other income from pensions or IRAs
Presented by Idolina Shumway, CFP®, IAR and Shane Allen, IAR. Securities are offered through Registered Representative of Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC. Investment Advisor Representative. Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Harriman Financial and Cambridge are not affiliated.

This event is not in any way affiliated with or sponsored by the Cedar Park Public Library.



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Cedar Park Library

500 Discovery Blvd.

Cedar Park, TX 78613

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