Workshop to educate women and couples on Social Security
HARLINGEN — The educational workshop titled “Savvy Social Security Planning for Women and Couples” has been scheduled for Jan. 10.
The workshop will take place from 6 p.m. to 7:30 p.m. at Jackson Square Events Center located at 301 E. Jackson Ave. in Downtown Harlingen.
Seating is limited and reservations are required. Individuals may reserve space by calling United Capital Financial Life Management at (956) 216-7525.
The Social Security decisions spouses make when they are in their 60s will determine the amount of total income they will receive over their lifetime — including the lifetime of the spouse who lives the longest. This workshop will cover some little-known rules that can help married couples get more out of the Social Security system.
This workshop will cover:
How to coordinate your own retirement benefit with benefits you might receive as a spouse or divorced spouse
Why women who are married should make the decision about when their husbands should apply for Social Security
Why you should consider your husband’s life expectancy when deciding when to claim your own retirement benefit
What to do if your husband or ex-husband dies
What to do if your marital status changes
How to plan for the extra-long life
How much Social Security you and your spouse stand to receive over your joint lifetime
Rules and guidelines for when spouses should apply for benefits
The number-one most important thing all higher-earning spouses should do
Two key things you need to know about Social Security survivor benefits
How remarriage affects survivor benefits from former spouse
How to avoid mistakes at your Social Security office
This workshop is primarily for women and married couples as it discusses Social Security benefits available to spouses.
Workshop to educate Baby Boomers on Social Security
HARLINGEN — The educational workshop titled “Savvy Social Security Planning for Baby Boomers” has been scheduled for Jan. 21.
The workshop will take place from 10 a.m. to 12 p.m. at the TSTC University Center located at 2020 Boxwood, Harlingen.
Seating is limited and reservations are required. Individuals may reserve space by calling United Capital Financial Life Management at (956) 216-7525.
This workshop will cover:
How much Social Security you stand to receive over your lifetime
When you should apply for Social Security
How survivor benefits work
How benefits affect taxes
How to estimate your benefits
How to minimize taxes on Social Security benefits
How to coordinate Social Security with your other forms of retirement income
The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime. Don’t miss this valuable workshop designed especially for baby boomers.
