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08 Sept
Social Security Planning at Mustang Library

Description

Social Security Planning

Thursday, September 8, 2022 at 10:30 AM

With pensions all but gone, interest rates at record lows, and a volatile stock market, decisions regarding social security income may be the most important decision made in retirement. There are many strategies to optimize this income as well as positioning your portfolio to “bridge the gap’ between now and the first payment from social security. This topic is designed to begin the conversation between you and your advisors in order to optimize your investment and income strategy as you head into retirement. 

Date and Time

Thu, Sep 08, 2022

10:30a - 12:30p MST

Location

Scottsdale Mustang Library

10101 N. 90th St.
Scottsdale , AZ 85255

Note

Class will be held in the auditorium.

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