Broker Check
19 Sept
Savvy Social Security Planning for Boomers via Zoom 9/19 (7 PM Eastern Time)


CLICK HERE on day of Savvy Social Security Planning for Boomers event (Zoom link)
Meeting ID: 868 5728 1269
Passcode: 669300

***Kindly remember to register prior to attending this educational workshop.***

Workshop Agenda:

  • Five things boomers need to know when applying for Social Security
  • Long term projections for Social Security
  • How Social Security is calculated
  • How to estimate your benefits
  • Spousal benefits
  • Rules for survivor benefits
  • Factors to consider when deciding when to apply
  • Strategies for benefits
  • Minimizing taxes on Social Security benefits
  • What Social Security personnel can and can’t do
  • Open discussion/Q&A

We'll also discuss the answers to common questions like:

  • Will Social Security be there for me?
  • How much can I expect to receive?
  • When should I apply for Social Security?
  • How can I maximize my benefits?
  • Will Social Security be enough to live on in retirement?

Date and Time

Tue, Sep 19, 2023

7:00p - 8:00p EST


Elliott & Associates Wealth Advisors via Zoom link at


Eastern Time one tap mobile: +1 312-626-6799 /// Meeting ID: 868 5728 1269 /// Passcode: 669300


Event Registration