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EBN: Social Security and What You Need to Know

One of the trickiest decisions facing people as they think about retirement is when to take Social Security. The decision has lasting consequences. And it can be different for different people with different circumstances or goals. The number of options alone makes this a challenging and often confusing decision. 

That's why we've invited Steve Lewis and Glenn Frank to provide an overview of Social Security, a primer on the options for signing up, a review of the advantages and disadvantages that go along with these options, and how they apply in specific kinds of situations, e.g., people who are divorced or widowed.

Join us to learn more about how to think about this decision and assess what options might be right for you. And we'll leave plenty of time for you to get answers to your questions.  

Steve Lewis is a MBA/CPA who worked in corporate finance for 40 years. He is a SHINE Counselor, helping people navigate Medicare and health insurance, and volunteers with VITA to do federal and state tax returns for low-income older adults.

Glenn Frank has a Master's Degree in Taxation, taught financial planning at Bentley University and was named Planner of the Year in 2019 by Massachusetts Financial Planning Association. He is author of the book, "Your Encore: How to Balance Time, Money & Joy." 

Offered by Encore Boston Network.
Wednesday, July 20, 2022, 10:00 AM until 11:00 AM
This is a virtual event.

Additional Info:
Mary Gunn(s):
Mary Gunn
Virtual - Webinar
Registration is required
Payment In Full In Advance Only
No Fee