Are You Prepared? Social Security Strategies To Maximize Benefits & Your Retirement

12:00 PM - 1:00 PM

Event Details

Retirement is one of the most important life events many of us will ever experience. When to collect Social Security may be the single most important decision you make in context of planning your retirement. This is a great opportunity to learn KEY CONCEPTS you need to know BEFORE applying for Social Security. Depending on your age, Social Security filing strategies may boost lifetime benefits and increase retirement income by tens of thousands. Always consider Social Security payout as a component of your retirement plan.

You will learn about:
  • January 1, 2016 Social Security regulation changes impacting the filing timing options available to you
  • How Social Security benefits are calculated and the advanced planning required to increase them
  • Why married couples, divorced and widowed individuals can miss out on significant lifetime sums
  • How Social Security sums may be integrated into a retirement analysis projecting future monthly income
  • The 'three-legged stool' approach to retirement planning and how to support your needs in the future
  • What is your money earmarked for? Income, growth, preservation, legacy?
  • Will I outlive my money in retirement? How can I avoid this?
We will have two presentations of the same program: noon and 5pm. Online registration required to receive the Zoom session invitation link. Questions: email mbellacosa@wiltonlibrary.org.

Please join host Michael Alimo for an online seminar as he helps you navigate crucial retirement decisions. A Registered Investment Advisor, Michael is a 30-year industry veteran who for the past 17 years as a financial service advisor has served clientele around CT & New England at his USA Financial & Tax Services LLC. Services include: comprehensive financial planning; investment and portfolio management; wealth preservation and transfer strategies;  and, business and estate tax planning.  Committed to giving back to the community via educational workshops, Mr. Alimo has hosted many seminars about a variety of financial and planning topics.

Event Type(s): Online Event
Age Group(s): Adults

Register For Event

Success!

Oops!

You must log in to register for this event.
Oops! - There was a problem in authenticating your card:

Registration is closed