Contact Us Today:

Sunbelt Wealth Management Consultants, LLC.
198 Forest Lake Dr
Madison, MS 39110

Office: (601) 990-6980
Cell: (601) 918-7844
E-mail: john@sunbeltwmc.com

Events

FOR IMMEDIATE RELEASE

  

WORKSHOP TO EDUCATE BABY BOOMERS ON SOCIAL SECURITY

A New Generation of Retirees Prepares to Collect Benefits

 

An educational workshop titled "Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income" has been scheduled for Thursday, April 22, 2010 from 5:30 – 6:45 PM at the Ridgeland branch of the Madison County library, Hwy 51 in Ridgeland, Ms. and on Thursday, April 29 from 6-7:30 PM at the Flowood branch of Rankin County library located on Winners Circle in Flowood, Ms.

 

 

After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions they make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.

 

Questions boomers are asking include:

  • Will Social Security be there for me?
  • How much can I expect to receive?
  • When should I apply for Social Security?
  • How can I maximize my benefits?
  • Will Social Security be enough to live on in retirement?

 To help baby boomers better understand the Social Security system, this workshop will cover

  • 5 factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits -- and when it does not
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income

Seating is limited and reservations are recommended. Individuals may reserve space by calling John at 601-918-7844 or Adam at 601-209-2633.