Event Details

Event Details | Alumni Network | UCLA Anderson School of Management

SOCIAL SECURITY: How to maximize retirement income
Wednesday, May 11, 2016
6:00 PM - 8:00 PM
Denny's (map )
2460 Sycamore Dr., Simi Valley, CA

Ticket TypeRegularRegistration

Spaces Available: 11 - See Who’s Coming
Contact: Joanne Crowley (818) 587-4271

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

At this workshop you will learn:

  •  5 factors to consider when deciding when to apply for benefits
  •  How to minimize taxes on Social Security benefits
  •  Why you should always check your earnings record for accuracy
  •  How to coordinate benefits with your spouse
  •  How to coordinate Social Security with your other sources of retirement income

Speakers are Michelle Curry, CFP®, ChFC, CLU, Retirement Planning Specialist and Joanne Crowley, MBA, Retirement Planning Specialist.