Broker Check
14 May
Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income

Description

As you approach retirement, it’s more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income.

Please join us to answer the following important questions:

  • When should I take my Social Security benefit?
  • How do I coordinate benefits with my spouse?
  • How is my benefit affected if I am divorced or widowed?
  • How can I maximize my benefit?
  • How do taxes affect my benefit?
  • Will Social Security be enough to live on in retirement?
  • How do I build a retirement income plan around Social Security?

Your situation is unique; your retirement plan should be too! Your host for this evening will be Rory Pinsky, Financial Advisor of Cetera Investors. He believes financial plans should reflect the individuality of your specific lifestyle needs, wants, and desires. Developing long lasting relationships is the fundamental component of his academic-based, strategy-driven retirement income solutions.

Please RSVP by calling/texting Rory at 516-494-3429. Please note, your spot is not guaranteed until you get verbal confirmation from our team. Space is limited, so please wait for this confirmation before planning.

This event is funded in part by First Trust, Russell Investments, and Ocean Park Asset Management.

Date and Time

Wed, May 14, 2025

6:30p - 8:30p EST

Location

La Parma III

410 Merrick Road
Oceanside , NY 11572
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PT2H

Event Registration

Will you be able to attend this event?