Social Security Benefit Options

Complimentary Workshop

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As you near retirement, one of the biggest financial decisions you’ll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains a major source of guaranteed lifetime retirement income for most Americans, so it’s important to take the time to explore your options and make an informed, well-reasoned decision.
Topics include:
  • How to properly file for Social Security benefits
  • How to maximize the amount you are eligible for
  • How to avoid common mistakes people make when claiming their benefits
  • How to optimize your assets to minimize or avoid paying taxes on your Social Security benefits
  • How much income you can make and still draw Social Security
  • How Social Security is taxed
  • How to file and restrict benefits
  • How to claim a spouses benefit even if divorced

Event Details

Date: Tuesday, February 10th

Time: 12:00 PM-2:00 PM

Location: Elizabethtown Community & Technical College, James S. Owen Building – Room 112

Address: 600 College Street Rd, Elizabethtown, KY 42701

Ready to Start

your journey?

Schedule your free, no-obligation consultation today to talk with us about your retirement vision.

Contact Us

Phone: (877) 573-2043

Email: info@legatofinancial.com

Our Locations

Elizabethtown Office

2905 Ring Road,

Elizabaethtown, KY 42701

Louisville Office

10200 Forest Green Blvd, Suite 600

Louisville, KY 40223

Check Us Out

Ready to Start

your journey?

Schedule your free, no-obligation consultation today to talk with us about your retirement vision.

Elizabethtown Office

2905 Ring Road

Elizabethtown, KY 42701

Louisville office

10200 Forest Green Blvd, Suite 600

Louisville, KY 40223

Contact Info

   Phone: (877) 573-2043

Email: info@legatofinancial.com