SOFA Presentation: Social Security Seminar

Main Library, Community Room

Feb 19

Tue 6:30 pm - 8:00 pm

The Social Security Seminar is a single, 90 minute information session for people nearing retirement and interested in learning more about Social Security claiming options and when to file for benefits. 

Social Security represents the foundation of retirement income, and properly coordinating it with other income and asset sources is critical to establishing a retirement cash flow that will be sufficient to last throughout retirement.  We will review the changes to Social Security that were enacted in 2015 as part of the Bi-Partisan Budget Act.  This law made sweeping changes to claiming options and strategies that need to be understood before filing for benefits. Specific topics to be reviewed include:

  • How to properly file for Social Security benefits
  • How to maximize the amount you are eligible for
  • How to avoid the most common mistakes people make when claiming their benefits
  • Collecting Social Security while you continue to work
  • Taxation of Social Security benefits
  • Social Security information for widows, widowers, and divorcees

All are welcome to this free event- no registration required, but you an RSVP below if you wish. 

About SOFA:

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events. Click here for more infomation about SOFA and Michael Graff, the presenter.