Social Security Planning

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Social Security Planning

June 6, 2023 @ 11:00 am - 12:30 pm

In 2011, the oldest baby boomers turned age 65. 10,000 people turn 65 every day in America
and will continue to do so until 2029 according to the Pew Research Center.
• Every boomer wants to know
o When should I take Social Security?
o Will Social Security be there for me?
o How can I maximize my benefits?
o Is Social Security enough to live on?
• This presentation covers the basics of Social Security (full retirement age, penalties/rewards for
taking benefits early/delayed, PIA, spousal benefits, survivor benefits, etc.)
• Review a simple solution that answers the question “when should I start Social Security?”

Cost: Free for SBAOR Members; $25 for non-members
Instructor: Isaac Kim, CRPS®, CRPC®
Location: Via Zoom
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