Lisa Wallace, Public Affairs Specialist Social Security Administration
Jason Sirmon, Edward Jones Investments
Social Security is the foundation of most retirement income. One of the biggest retirement-related decisions you make is when to start taking Social Security. As one of your most valuable retirement assets, it's not a choice to take lightly. Come and discuss the important items to consider:
Life Expectancy - How long your client (and their spouse) expect to live
Employment - How earned income impacts Social Security benefits
Need - How much they will rely on Social Security for their income
Spouse - How the decision impacts a spouse's survivor benefit
Cost: $ 0.00 / none
Refreshments will be served.
If you are over the age of 55 and haven't started taking Social Security or have questions about your current benefits, YOU NEED TO BE THERE.