Savvy Social Security Planning for Couples

Name: Savvy Social Security Planning for Couples
Start: 2025-09-13T10:00:00-04:00
End: 2025-09-13T11:30:00-04:00
Location: 1111 Douglas Ave, Altamonte Springs, FL, United States, Florida 32714

Schedule

Sat Sep 13 2025 at 10:00 am to 11:30 am

UTC-04:00

Location

1111 Douglas Ave, Altamonte Springs, FL, United States, Florida 32714 | Altamonte Springs, FL

Hosted By: Dave Balakrishnan, CFP®, AIF®, MBA
Topics covered:
The Social Security decisions you and your spouse make when you are in your 60s 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.
At this workshop 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
What all higher-earning spouses should know about retirement and survivor benefits