Workshop to Educate Baby Boomers on Social Security

Radcliffe Financial:

An educational workshop titled “Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income” has been scheduled for 5:30 pm, on Tuesday, October 16th 2018 at the Chester River Yacht and Country Club. The event is hosted by Radcliffe Financial and presented by Sarah Schut, CFP®, RICP®.

Social Security is far more complicated than most people realize. The decisions baby boomers make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.

Questions boomers are asking include:

– Will Social Security be there for me?
– How much can I expect to receive?
– When should I apply for Social Security?
– How can I maximize my benefits?
– Will Social Security be enough to live on in retirement?

To help baby boomers better understand the Social Security system, this workshop will cover:

– 5 factors to consider when deciding when 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
– How to coordinate benefits with your spouse
– How to minimize taxes on Social Security benefits
– How to coordinate Social Security with your other sources of retirement income

Seating is limited and reservations are recommended. Individuals may reserve space by calling Sarah Schut at 410-810-2475.

Schut is an investment advisor representative with Cetera Investment Advisers LLC and a member of Radcliffe Financial, a financial advisory firm associated with Radcliffe Corporate Services, Certified Public Accountants. She offers securities through Cetera Financial Specialists, FINRA / SIPC. Schut can be reached at 870 high Street, Suite 1, Chestertown, MD 21620 or by phone at 410.778.1099. www.radcliffefinancial.com

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