Broker Check
31 March
Savvy Social Security Planning Seminar *Rescheduling to May*

Description

Are you nearing retirement and wondering how to make the most of your Social Security benefits? Join us to learn how help maximize your retirement income and navigate one of the most important decisions of retirement.

We’ll answer common questions such as:
Will Social Security be there for me?
How much can I expect to receive?
When should I apply?
How can I maximize my benefits?

During this session, you’ll learn key rules and strategies that can help you make smart, confident claiming decisions. We’ll cover how your age impacts your benefit amount, how cost‑of‑living adjustments (COLAs) work, and what to consider if you’re married, divorced, widowed, or still working.

You’ll also discover how benefits affect your taxes, what to do if you have other income sources like pensions or IRAs, and how to avoid costly, and often irreversible, claiming mistakes.

This event is funded in part by Clark Capital.

Date and Time

Tue, Mar 31, 2026

6:00p - 7:00p EST

Location

Ventosa Vineyards

3440 NY-96A
Geneva , NY 14456
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PT1H

Event Registration

Will you be able to attend this event?