Maximize Your Social Security Benefits

Many retirees and pre-retirees miss out on valuable Social Security income because the rules are complex and timing decisions are confusing. If Social Security is an important part of your retirement plan and you want to better understand how your benefit is calculated and when to file, this workshop is for you.

Join Boise Retirement Coach, Peggy Farnworth, CPA, CFP, CSA, in-person as she explains key concepts such as how your benefit is calculated, how working in retirement can affect your payments, and how claiming early, at full retirement age, or later can change your monthly income. You’ll also learn about common mistakes to avoid, how to coordinate benefits with a spouse, and how Social Security fits into your broader retirement strategy.

This session is educational and free to attend - no products will be sold. Whether you're close to retirement or just curious, we'll break down the best strategies to help you get the most out of your benefits.

This workshop is the first of a three-part retirement planning series at Library! at Bown Crossing, and you’re welcome to attend on its own or combine it with the sessions on tax-smart planning and life after work for a more complete picture of retirement.

Disclaimer
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Boise Retirement Coach and Cambridge are not affiliated.

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Host or Publisher Peggy L. Farnworth, CPA, CFP, CSA