ABOUT THE EVENT
Phoenixville Public Library will host a free, virtual presentation, “Optimizing Your Social Security Benefits”, on Thursday, September 9 at 7:00 PM. John Crowley, MBA, of Stonehenge Advisor Group LLC will be the speaker. This 90-minute course offers real world strategies and methods designed for those age 60 and older who are preparing for retirement and want to know more about the Social Security retirement system. Whether you’re single, married, divorced or widowed, there may be ways to optimize the amount of lifetime, after-tax benefits you and your family receive from Social Security. Attendees will learn: when you are first eligible to collect benefits and how the age at which you apply will affect the monthly amount you receive; how current employment will impact your ability to collect benefits; how to coordinate Social Security benefits with pension and IRA assets on a tax-efficient basis; how savvy retirees have increased their annual benefits by as much as 110%; how cost-of-living adjustments impact benefits; how spousal, survivor and divorced spouse benefits work; how to amend your current benefits election if you make a mistake; and much more.
This event is free and open to the public and will be held online via Zoom. Registration is required at https://ccls.libcal.com/calendar/Phoenixville/social-security or by calling 610-933-3013 x132. Email mpinto@ccls.org for more information.
610-933-3013 x132
