Client Speaker Series: Social Security – The Choice of a Lifetime
January 12, 2023, 12:00 Noon Arizona
You are invited to a Zoom webinar.
When: January 12, 2023, 12:00 Noon Arizona
Topic: Client Care Webinar – Social Security – The Choice of a Lifetime
We will discuss the details of:
- Nearly half of individuals who files for Social Security benefits this year claimed early or reduced benefits, and one quarter started benefits at the earliest possible age which is the largest reduction in benefits.
- Delaying filing until age 70 can increase your monthly benefit by 77% over filing at age 62.
- Many people are unaware of the various benefits for spouses and former spouses, dependent children, disabled individuals, and other special circumstances. There are also income and tax considerations to be aware of if you are collecting Social Security benefits and also earning income elsewhere.
- Timing your Social Security claim is an important decision, and it should take your complete financial picture into consideration – you only get one chance to get it right!
Register in advance for this webinar:
After registering, you will receive a confirmation email containing information about joining the webinar.
Mary G. Schulz, AIF®, RICP®
LPL Financial Advisor
Mary earned her degree at The Culinary Institute of America in Hyde Park, NY, and spent the next 15 years in Luxury Hospitality Management. In 2014, she began her career as a Financial Advisor in Tucson helping people navigate through their financial goals and life’s opportunities.
Mary is married to Ethan Schulz, a prior Chef/Partner at Flemings Steakhouse, and they have two young daughters. Mary enjoys cooking, traveling, mining for gems, and creating memorable experiences with family.