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Preparing for Retirement with Social Security

Speaker:  John Cinella - Director, MFS Investment Management

Details/Description: Virtual and interactive. We will address topics such as:

  • How are Social Security benefits calculated?

  • How does Social Security fit into your retirement income strategy?

  • What are the benefits for married couples and divorcees?

  • How can you coordinate benefits if both spouses paid into Social Security?

  • What are the survivor benefits?

  • How does remarriage impact your Social Security benefits?

  • How are Social Security benefits taxed?

  • What are the guidelines that you can use to claim Social Security to minimize longevity risk?

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July 21

Five Key Components of Estate Planning

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August 26

Planning for Health Care in Retirement