Free Webinar

Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income​​​​​​​

About the Webinar

In this presentation, we'll examine what Baby Boomers need to know to ensure that they get the most out of their Social Security benefit.

  • Social Security's Role as a Retirement Income Source

    How the inflation-protected and guaranteed nature of Social Security provide a solid foundation for a retirement income plan

  • Common Planning Strategies

    How spouses, divorcees, and widows/widowers can plan their benefits to maximize their Social Security income

  • Tax Planning for Social Security

    Some common mistakes to avoid when it comes to receiving your Social Security benefit in the most tax-efficient manner possible

  • Derek Tharp, Ph.D., CFP®, CLU®, RICP®

    President, Conscious Capital, Inc. | Assistant Professor of Finance, USM

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