LIVE WEBINAR

Annex University: Social Security Basics

Wednesday, July 10, 2024 · 12:00 p.m. ·  1 hour 0 minutes

Register

Error: Please enter your full name.
This field is required.
This field is required.
By signing this form you are expressly consenting to be contacted by Annex Wealth Management about its services.


Social Security is a milestone – you’ve worked hard to get here! Navigating the labyrinth of Social Security information can be daunting. As your financial planning firm, we know this can be difficult. Because we know how complex Social Security can be, we are inviting you to a workshop on some general Social Security concepts. If you have not yet begun to collect Social Security (SS), this informative session is for you. 


 We will cover: 

  • What does it mean to collect SS early? 
  • What are the rules for spousal benefits? 
  •  How do you start collecting your SS benefits? 
  •  How is SS taxed?


Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠

Eric Strom, CFP®, EA

Webinar: Annex University: Social Security Basics by Annex Wealth Management