Social Security
Benefit Options
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.
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Date
Thursday, October 15th
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Time
6:00 PM-10:00 PM
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Location
Moraine Valley Community College - Business & Conference Center - Building M
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Google Maps
Moraine Valley Community College - Business & Conference Center - Building M
Event Topics
- How to properly file for Social Security benefits
- How to maximize the amount you are eligible for
- How to avoid common mistakes when claiming 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 spouse's benefit even if divorced
Frequently Asked Questions
There is no cost for your first visit or for building your initial retirement playbook. If we decide to work together, our compensation is based on the services and planning strategies involved. We’ll walk through all fees and recommendations clearly, so you always understand exactly how the relationship works.
Most first visits last about 60 to 90 minutes. We want to give you enough time to ask questions, share your goals, and have a meaningful conversation without feeling rushed.
Your first visit is simply a conversation. We’ll take time to understand your goals, walk through your current financial picture, answer questions, and determine whether a longer-term relationship makes sense for both sides. If helpful, you’re welcome to bring any recent financial statements or planning documents, but nothing formal is required.
There is no charge for your first visit or for building out your high-level plan. We only receive compensation if we decide to work together. Our fee structure is based on the size of your investments and the specific areas we address in your plan. We believe in full transparency and will clearly outline all fees during our first visit, so you can make an informed decision moving forward.