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Bautis Financial

Bautis Financial

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Social Security Planning Workshop

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]

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