Speaker: Nick Defenthaler, CFP®, RICP®

Are you confused and overwhelmed when you think about Social Security? If you’re like most Americans, the answer is a resounding ‘Yes!’. Social Security is enough to make anyone’s head spin and chances are, you’ve pondered several, if not all of these questions:

• How much will I receive at varying ages and does it really make sense to delay receiving benefits for a higher payment down the road?

• I’m divorced, how does this impact my benefit and what is the best filing strategy for my circumstance?

• I’m a widow and unsure of the best filing strategy for my circumstance – should I collect on my own benefit or my deceased spouse’s benefit?

• Are my benefits taxable? Can I still work and collect benefits?

• How will my Social Security benefit fit into my overall retirement income strategy when I’m no longer working?

Registration begins 7/12/2021 at 8:00 AM.

Nick Defenthaler, CFP®, RICP®, is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® Nick specializes in tax-efficient retirement income and distribution planning for clients and serves as a trusted source for local and national media publications, including WXYZ, PBS, CNBC, MSN Money, Financial Planning Magazine and OnWallStreet.com.