Learning to make the right calls when it comes to Social Security and your retirement.
Did you know that you don’t have to take your Social Security retirement benefits at age 62?
Or even when you stop working? You can defer your Social Security retirement benefits until you’re 70. And there are good reasons why you may want to do exactly that. Now more than ever, it’s important for you to know how to get the most from your Social Security.
John Webster – Financial Advisor to HMS Insurance Associates’ brokers and clients on personal and business insurance, financial planning, retirement income strategies, investments, and wealth management. www.HmsFinancialGuide.com
Wednesday, May 19th
9:00 am – 10:00 am Hosted via Zoom
David G. Freitag, CLU, ChFC, CRPC Financial Planning Consultant Advanced Concepts Design Group
Let’s Talk About Social Security
- A little history and a few fun facts
- Social Security filing strategies
- Important filing considerations
- Social Security and taxes
David Freitag, an industry veteran in financial services and wealth management, brings a deep passion and unparalleled expertise in Social Security filing strategies and retirement income planning to his current role as a financial planning consultant with the Advanced Concepts Design Group of the Massachusetts Mutual Life Insurance Company (MassMutual). David holds Chartered Life Underwriter, Chartered Financial Consultant, Chartered Retirement Planning Consultant designations, and his Series 7 and 24 securities licenses. He also holds a Master of Education and Bachelor of Science degrees from the University of Maryland.