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180 Little Lake Dr., Suit 2B
Ann Arbor, MI, 48103
USA

(734) 479-1400

SHOPE & ASSOCIATES PROVIDES A COMPREHENSIVE SUITE OF INVESTMENT MANAGEMENT AND WEALTH PLANNING SERVICES FOR MANY SUCCESSFUL BUSINESS OWNERS, ENTREPRENEURS, EXECUTIVES AND RETIREES.  FOUNDED BY A HUSBAND AND WIFE TEAM, SHOPE & ASSOCIATES IS COMMITTED TO HELPING FAMILIES MAKE GREAT FINANCIAL DECISIONS SO THEY CAN ACHIEVE ALL THAT IS IMPORTANT TO THEM.

Savvy Social Security Planning for Boomers

Events

Come join us for our upcoming educational seminar!

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Savvy Social Security Planning for Boomers

  • Liberty School (Saline Adult Education) 7265 N Ann Arbor St Saline, MI, 48176 United States (map)

What Baby Boomers Need to Know to Maximize Retirement Income

Learn the answers to your questions:

  • 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?

  Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

This informative seminar covers the basics of Social Security and reveals innovative strategies for maximizing your benefits.

At this workshop you will learn:

  • 5 factors to consider when deciding when to apply for benefits
  • Why you should always check your earnings record for accuracy
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income

If you're interested in attending this educational seminar, please get in touch with us right away! Space is limited and reservations are required.  If you prefer to contact us by phone to reserve your seat, please call us at (734) 479-1400.

Best regards,

Patrick Shope 

Earlier Event: September 24
Savvy Social Security Planning for Women