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Planning Your Social Security Retirement Income Strategy

Event Type: Adult Program
Date: 10/2/2018
Start Time: 6:00 PM
End Time: 7:00 PM
Description:
 “Planning Your Social Security Retirement Income Strategy” is an approximately (1) hour information program that’s presented in an easy to understand format and concludes with a brief Q&A session. The program goal is designed to help attendees (ages 55+) make a more informed decision before choosing when to claim their Social Security benefits.

Topics covered include:
• How much money can one earn before being penalized?
• What do the “New Rules” mean for those born after January 1, 1954?
• Understanding the difference between worker, spousal and survivor benefits?
• When is the best time to collect benefits?
• Where can one get help with their claiming decision?

Presented by John Kalil, a Financial Coach and President of Retirement Solutions, LLC. John has spent nearly 25 years working with retirees and understands many of the complex financial challenges they may be faced with. Early on in his career, John recognized the severity of our nation’s financial literacy crisis as it relates to Social Security and retirement preparedness. In 2014, John formed Retirement Solutions with the purpose in mind of utilizing his professional background to advocate for greater awareness of these issues. John continues to dedicate much of his spare time making similar presentations to businesses, organizations and groups throughout the Upstate New York region.

Location: Program Room A-B
Presenter: John Kalil
Status: Closed


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