Optimize Social Security and Retirement Benefits

A FREE Financial Class Hosted by the Society for Financial Awareness (S.O.F.A) is a 20 year old national non-profit organization whose mission is to elevate the financial literacy within the communities it serves...

Andy Barkate will talk about maximizing your Social Security and Retirement Benefits.  One of the most important phases of your retirement strategies is understanding Social Security Retirement Benefits.  

• Learn how to increase your income through "File and Suspend" strategy
• Discover how working in retirement will affect your Social Security benefits
• Find out how to receive benefits from an ex-spouse
• Learn the ways the government can tax your Social Security benefits
• Understand your spousal rights and death benefits

The financial world has never been more uncertain.  This class will discuss various methods and techniques of maximizing Social Security, retirement and tax planning in order to help you better cope with a changing world.

To attend this complimentary class, please call 760-371-2115