Program Type:
WorkshopAge Group:
Adults
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Program Description
Event Details
In this course, enrollees will receive guidance on how to decipher the key
points of Social Security fundamentals - before making critical decisions
about their retirement. Participants are encouraged to bring their most recent Social Security statement with them for a more in-depth review. Topics visited include: guaranteed income for life, payments indexed for inflation, spousal and survivorship benefits, preferential tax treatment, and eligibility. Presenter by James Salerno CFP®.