Savvy Social Security Planning Seminar
The public is invited to attend a complimentary educational workshop titled “Savvy Social Security Planning.” on Tuesday, September 16, at 6 pm at Ulster Savings Bank, located at 180 Schwenk Drive, Kingston.
This informative seminar covers the basics of Social Security and reveals strategies for maximizing your benefits. To help baby boomers better understand the Social Security system, this 60 to 90-minute workshop will cover:
- Five factors to consider when deciding when to apply for benefits
- Why you should always check your earnings record for accuracy
- How to coordinate benefits with your spouse
- How to minimize taxes on Social Security benefits
- How to coordinate Social Security with your other sources of retirement income
To register, email kimberly.horn@ceterais.com or call 845-338-6322, ext. 3252.
Ulster Financial Services is a marketing name of Cetera Investment Services. Securities and insurance offered through Cetera Investments Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers, LLC. Cetera firms are under separate ownership from any other named entity.
Investments are: | Not FDIC/NCUSIF insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency.
