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  • Member Event: Savvy Social Security Planning

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    Name: Member Event: Savvy Social Security Planning
    Date: April 9, 2019
    Time: 9:30 AM - 11:00 AM CDT
    Event Description:
    AAA in partnership with Sterling Retirement Resources

    AAA Minneapolis is proud to sponsor this valuable, members-only program, featuring long-time AAA speaker, Steven C. Finkelstein, CFP, and Megan E. Gerhman, CFP.

    This educational program is designed to help you better understand Social Security benefit options and how to make savvy decisions to maximize sustainable retirement income.

    New rules may impact how you collect your Social Security benefits

    Decisions you make now can have a tremendous impact on the total amount of benefits you receive over your lifetime. If you are a baby boomer and want to be a savvy shopper in the Social Security supermarket, this seminar will arm you with great insight and tips:

    5 factors to consider when to apply for benefits
    How to coordinate benefits with your spouse
    How to minimize taxes on Social Security benefits
    Integration of benefits with your other sources of retirement income
    Learn about the changes to "Restrictive Application" and "File and Suspend" strategies
    How to easily boost your benefits by 32%
    Possible reforms in the future & its impact on baby boomers
    Better management of benefits for divorcees and widows
    3 things you must know about Medicare

    Complimentary refreshments will be served.

    This program is complimentary to AAA members. Registration is requested.
    Location:

    5400 Auto Club Way
    St. Louis Park, MN 55416
    Date/Time Information:
    Tuesday, April 9, 2019, 9:30 a.m. - 11:00 a.m.
    Contact Information:
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