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FREE Webinar 2/21/2018: What Boomers Need to Know to Maximize Retirement Income

/ Financial Independence, Retirement Planning / By Steven A. Boorstein, PharmD, CFP®

Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income

Date: February 21, 2018

Time: 1:00 pm-2:00 pm

Location: LIVE Webinar Online

Please REGISTER BELOW to attend this FREE Educational Workshop!

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These questions will be asked by thousands of baby boomers every day for years to come…

  • 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

Join us for an informative workshop where you’ll learn not only the rules of Social Security but how to use them to maximize your benefits.

Date: February 21, 2018

Time: 1:00 pm-2:00 pm

Location: LIVE Webinar Online

RSVP: Please fill out the FREE Registration Form Below and you will be emailed a link to the webinar for the above date!

We’ll see you there!

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This presentation does not discuss, directly or indirectly, the amount of the profits or losses, realized or unrealized, by any RockCrest client from any specific funds or securities. Please note: In the event that RockCrest references performance results for an actual RockCrest portfolio, the results are reported net of advisory fees and inclusive of dividends. The performance referenced is that as determined and/or provided directly by the referenced funds and/or publishers, have not been independently verified, and do not reflect the performance of any specific RockCrest client. RockCrest clients may have experienced materially different performance based upon various factors during the corresponding time periods.

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Certain information contained herein has been obtained from third-party sources believed to be reliable, but we cannot guarantee its accuracy or completeness.In the event that there has been a change in an individual’s investment objective or financial situation, he/she is encouraged to consult with his/her investment professionals.

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