Savvy Social Security Planning for Couples

Social Security

Savvy Social Security Planning for Couples

To register, please fill out the brief one-time registration form after clicking “Attend”

Live Webinar – Thursday, May 28, 2015  1:00-2:00 PM CT

The Social Security decisions you and your spouse make when you are in your 60’s will determine the amount of total income you will receive over your lifetime – including the lifetime of the spouse who lives the longest. Come learn about some little-known rules that can help married couples get more out of the Social Security system.

Please join our fiduciaries for a live webinar on Savvy Social Security Planning for Couples. You will learn…

  • How much Social Security you and your spouse stand to receive over your joint lifetime
  • Rules and guidelines for when spouses should apply for benefits
  • How the decisions you make in your 60s can determine the amount of income you – or your surviving spouse – will have in your 80s and 90s
  • How spouses with little or no prior earnings can take advantage of Social Security benefits
  • How a little-known rule passed in 2000 has opened the door to creative spousal strategies
  • What all higher-earning spouses should know about retirement and survivor benefits
  • Two key things you need to know about Social Security survivor benefits
  • How remarriage affects survivor benefits from a former spouse
  • How to avoid mistakes at your Social Security office

Presenters:

· John Eberle, CFA®, Financial Advisor/Principal & Chief Investment Officer

· Nicholas Economos, CRPS®, Financial Advisor/Principal & Chief Retirement Officer

· John Hillman, MBA, CFP®, ChFC®, CLU®, CLTC, Financial Advisor

You can also view it here afterward on demand. Webinar registrants will automatically receive a follow-up email shortly after the end of the webinar to notify them of webinar recording availability.