Skip to content

Savvy Tax Planning


Adult Programs / Adult Special Interest -
Adult Spring/Summer 2024

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 their 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.
  • When it makes sense to delay benefits, and when it does not.
  • Why you should always check your earning record for accuracy.
  • How to estimate your benefits.
  • 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.

This workshop will be presented by Cody Clem, North Metro Money Management in St. Francis. North Metro Money Management is independent of Parkland Securities, LLC. Member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.

 June 2024 
SuMTuWThFSa
 
 
 
 
 
 
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
 
 
 
 
 
 
SL477A

  Cody Clem


Isanti Intermediate School/C-I STEAM (IIS) : Media Center
Wednesday, Jun 12
6:30 - 8:00 PM

Su
M
Tu
W
Th
F
Sa


Price: $ 10 00