Brown Bag Luncheon -- Coming to Our Senses on Social Security

Coming to our SENSES on SOCIAL SECURITY

Presented by: Courtney N. McElvain, MBA Associate Vice President/Investments

Stifel Nicolaus

This seminar focuses on the qualifications, rules, and available claiming strategies for married couples, divorced individuals, and surviving widows/widowers.  The information provided may help you make the best decision about when and how to claim Social Security benefits that you have spent your working life earning.

TOPICS INCLUDE:

• SECURITY – A brief history of the program and its evolution;

• EMPLOYMENT – Benefit qualification rules and how your employer/income may affect your benefits;

• NEED – Determine the role Social Security will play in helping you pursue your retirement goals;

• SPOUSE – How to leverage your spouse (current, Ex, or Deceased) to maximize your benefits;

• EXPECTATIONS – How do you see your future and what the experts are saying;

• STRATEGIES – Claiming strategies to be aware of in order to maximize your benefits.