Being prepared for retirement means different things to different people. Whether it's right around the corner or on the distant horizon, evaluating your needs and preparation are the best ways to arrive at the retirement you envision. Join us to learn from industry experts offering resources, tools, and guidance. This is an important step, and you deserve to be financially, legally, and mentally ready.
Presented by Daniel Williams, CLU, ChFC, CFP, Senior Partner & Co-Founder of The Dover Group
One of the most critical financial decisions in your lifetime will be how and when to claim Social Security. Did you know that over 70% of Americans do not leverage the rules to get all the retirement benefits available to them? By not understanding the many complex rules surrounding Social Security you could leave thousands of dollars on the table. In this session, you will learn strategies to get the most from your Social Security benefits, including:
- When to file for Social Security – the financial impact of filing early vs. full retirement age
- What to consider when planning for spousal, survivor and divorced benefits
- Buy-back strategies, reduction strategies and coordination with other retirement plans
KGA provides Legal Consultation to assist you in a variety of legal matters such as consumer issues, estate planning, wills, bankruptcy etc.