Expired Social Security: Retirement Planning Today for Tomorrow’s Future

Social Security Retirement Planning:

You can never be too early or too late when it comes time to plan for a secure retirement. There are many factors to consider when making that monumental decision and one of them is Social Security. We know that navigating a government program can be overwhelming, intimidating, and daunting. However, you will be amazed at how easy it is to work with Social Security, to navigate their planning resources, get your questions answered and utilize the online tools to ensure you make the right decision.

This session will provide details not only on the retirement program but will cover the not so common filing strategy options when it comes to spouses and divorced spouses benefits, key factors to consider when determining the right time to file, how you can work and collect benefits at the same time and how and when to file the application. In addition, find out how your decision on when to file for retirement benefits can affect widow(er)s benefits and learn about Medicare – when you must have it and when you don’t need it.

Making the Most of Your Social Security Meeting

Take one simple step right now to make the most of your participation in the Social Security meeting. Register today for your personal my Social Security account at www.socialsecurity.gov/myaccount.

Setting up a my Social Security account is quick, secure and easy. Once you have an account, you can access your Social Security Statement, request a replacement Social Security card and, once you begin receiving benefits, maintain your benefits online.

The Statement is a personalized financial planning tool that shows you how much you’ve earned over the years and what you can expect to receive from Social Security when you retire.

About the Speaker

Vonda Van Til, Social Security Public Affairs Specialist in Grand Rapids MI. Vonda has been with the agency for 31 years and has vast experience in conducting public outreach education and training. Vonda, a West Michigan native, is a graduate of Aquinas College with a dual major in business and communications. Public speaking, webinars, newspaper articles, Facebook live, radio and television interviews are just a few of the ways she educates and informs the public about their Social Security benefits.

Securities and Investment Advisory: Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, member FINRA/SIPC. Rose Street Advisors is independently owned and operated. Rose Street Advisors is a member firm of M Financial Group. #4428216.1