Thursday, December 13, 2012

Optimizing Social Security Retirement Benefits - How Many Thousands of Dollars Will You Leave on the Table?

What if you discovered that what you don’t know about Social Security could result in your walking away from potentially thousands of dollars of additional income?  It happens to others, literally every day.

Multiple options, many of which are not common knowledge, are often available, especially for married couples.  Special options may come into play if you were previously widowed or divorced.  However, if you don’t know about these options you cannot consider them: making informed decisions could help you and your spouse avoid losing thousands of dollars of income to which you might otherwise be entitled.

Peter Weinbaum has agreed to discuss how to optimize your Social Security retirement benefits from 12:30 - 2:00 on Saturday, January 26, 2013, prior to the SBCA Annual Meeting at the Grand Floridian Resort and Spa, in Orlando, Florida.   Peter, long time SBCA Board Member and recognized expert on maximizing Social Security benefits, will open your eyes to the risks and opportunities surrounding Social Security claiming decisions.  


When Peter Weinbaum presented his recent Social Security webinar for the SBCA on September 20 we had more than 50  lines open.  The comments we received were replete with words like “terrific,” “excellent,” “great,” and “very informative.”  Some who attended the webinar ended up retaining Peter to do analyses of their own Social Security retirement benefits.


A month later – during the same week that Hurricane Sandy hit Philadelphia – Peter received rave reviews for his presentation of similar material to 40+ insurance agent clients on the evening of November 1 and to 95 attorneys and CPAs the next morning.  (Actually 150 attorneys and CPAs had signed up prior to the storm, but a third of them had to cancel.) 


Now Peter has agreed to present his seminar from 12:30 - 2:00 on Saturday, January 26, 2013, prior to the SBCA Annual Meeting.  This will be an updated version of the presentation with some new case stories.  The material is compelling, and you are almost guaranteed to learn something new even if you heard the SBCA webinar.  We anticipate that there will be more opportunity for interchange than there was in the webinar format.


If you are interested in attending this session, please let Leanne Redstone or me know as soon as possible so that we'll be able to book the correct size room.   This valuable session with Peter is free to SBCA members.  If space is available, people who are not SBCA  members can attend for a $35 fee.   If you have any questions, please feel free to contact us.