WORKSHOP: Savvy Social Security Planning for Baby Boomers

Monday, October 15, 2012

6:00 PM-7:30 PM

Cost: Free and Open to the Public; Participants Must Register

Providence Public Library
150 Empire Street
Providence, RI 02903

Teen/Young Adult Room (Ground Floor)

Mon, 2012-10-15 18:00 - 19:30


Important Information as a new generation of retirees prepares to Collect Benefits

Two educational workshop titled “SAVVY SOCIAL SECURITY PLANNING: WHAT BABY BOOMERS NEED TO KNOW TO MAXIMIZE RETIREMENT INCOME” will be offered at Providence Public Library on Monday October 15 at 6 pm; the second will be on Saturday October 20 at 10 am. The workshops will be presented by John Hollosy, C.E.P. 

After being told for years that Social Security is ‘going broke’, baby boomers are realizing that it will soon be their turn to collect. But, the decisions they make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.

Questions Boomer are asking include:

  • Will Social Security be there for me?
  • How much can I expect to receive?
  • When should I apply for Social Security?
  • How can I maximize benefits?
  • Will Social Security be enough to live on in retirement?

To help Baby Boomer Better understand the Social Security System, this workshop will cover:

  • 5 Factors to consider when deciding when to apply for benefits
  • When it might make sense to delay benefits-and when it does not
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • How to coordinate benefits with your spouse
  • How to minimize taxes on your Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income.

Reservations are recommended and you are invited to attend one, or both sessions. Individuals and couples may reserve space by calling…1-888-435-6034, extension 816 (24/7).

Securities offered through Investors Capital Corporation Member FINRA/SIPC Advisory services, offered through Investors Capital Advisors, both located at 230 Broadway, Lynnfield, MA 01940-2320 (800) 949-1422        #12142607