• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • Discover How
    • Risk Score
    • Learning Center
  • Client Access
    • Wealth Center
    • Orion

Social Security Planning Workshop

August 21, 2012 by Bautis Financial

Bautis Financial is pleased to offer free, educational workshops to the public covering critical areas of investment and retirement planning.  One topic that Marc has spoken extensively on is Social Security planning and how baby boomers can maximize their retirement income.  If you would like to have Marc come speak at your organization he can be reached at 201-842-7655 or [email protected]
Seminar Description
After being told for years that Social Security is “going broke”, baby boomers are realizing that it will soon be their turn to collect.  To help baby boomers better understand the Social Security system, this workshop will cover the following:

  • 5 factors to consider when deciding when to apply for benefits
  • When it makes 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 Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income

The decisions baby boomers make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.
The following is a video that describes the Social Security Planning workshop in more detail
[youtube]http://youtu.be/dpX-umVJNJQ[/youtube]

Category: Finance News, Social Security and Medicare
Previous Post: « Retirement Fitness Challenge: The Book
Next Post: Free Retirement Income Planning Workshop »

Sidebar

Featured Articles

bautisfinancial risk number

Recent Posts

What is Cryptocurrency?

3 Important Things to Know About Cryptocurrency Before Investing – Daily Flash Briefing

April 16, 2021 By Bautis Financial

Cryptocurrency 101

Cryptocurrency 101: Understanding the Basics

April 15, 2021 By Bautis Financial

Spring 2021 Key Financial Dates

Spring 2021 Key Planning and Investment Deadlines

April 15, 2021 By Bautis Financial

IPO Investment: Can You Handle the Risk?

IPO Investment: Can You Handle the Risk? – Daily Flash Briefing

April 14, 2021 By Bautis Financial

How Much U.S. Currency is in Circulation?

How Much U.S. Currency is in Circulation?

April 13, 2021 By Bautis Financial

Blog Categories

  • Budgeting/Saving (10)
  • Business (8)
  • Clear a Path Podcast (3)
  • Daily Flash Briefing (1)
  • Education (13)
  • Estate Planning (4)
  • Finance News (112)
  • Flash Briefing Old (127)
  • Insurance (12)
  • Investments (64)
  • Learning Center (8)
  • Lifestyle (5)
  • Miscellaneous (55)
  • Personal Finance (52)
  • Politics (8)
  • Real Estate (7)
  • Retirement Planning (57)
  • Social Security and Medicare (18)
  • Taxes (24)
  • The Agent of Wealth Podcast (65)
  • Uncategorized (130)
  • Videos (43)
  • Wealth Management (32)

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each month.

Social

Follow along on social media

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact


Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • Discover How
    • Risk Score
    • Learning Center
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2021 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top