Broker Check
07 Nov
Lunch and Learn - Social Security & Minimizing Taxes


New Social Security Laws and Proposed Changes for 2023 and Beyond

Are you aware of the latest developments in Social Security and how they might affect your retirement plans? It's crucial to stay informed about the evolving landscape of Social Security to make the best decisions for your financial future. New laws and proposed changes could potentially impact your benefits and quality of life during retirement. To help you navigate these changes and maximize your Social Security benefits, we invite you to join our educational event hosted by local retirement specialist, Ben Barning.

Why Attend?

The Importance of Social Security:

Social Security plays a pivotal role in the financial security of retirees. It provides a safety net and a source of income for those who have worked and contributed to the system throughout their careers. However, understanding how Social Security works and how to make the most of your benefits can be a daunting task, especially given the changing landscape.

What You'll Learn

During this informative event, Ben Barning will cover the following key topics:

• Social Security Basics: Gain a fundamental understanding of the Social Security system, including how benefits are calculated and when you can start receiving them.

• Recent and Proposed Changes: Stay updated on the latest legislative changes and proposed reforms affecting Social Security, and learn how they could impact your benefits.

• Maximizing Benefits: Discover strategies to maximize your Social Security benefits, such as when to start claiming, spousal benefits, and survivor benefits.

• Common Mistakes to Avoid: Learn about the most common pitfalls that retirees encounter when navigating Social Security, and how to avoid them.

Q&A Session: Ask any questions you have about your specific situation and receive personalized guidance from an expert in the field.

After this informative workshop enjoy lunch on us!

Click here to learn more about estate and legacy planning.

Date and Time

Tue, Nov 07, 2023

11:00a - 12:00p EST


SAFE Building behind Scranton Financial Group

1921 Boston Post Road
Westbrook, CT 06498
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Event Registration

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