One of the most important decisions you will make is deciding when to claim Social Security. Whether you are single, married, divorced, or widowed, there are ways to maximize the lifetime benefits you receive.
During this event, we will discuss the critical things to think about when incorporating Social Security into your retirement planning.
Areas of discussion will include:
• Who is eligible for Social Security?
• How your benefit is calculated
• The taxation of Social Security benefits
• Maximizing spousal and survivor benefits
• Will Social Security be there for me?
• When to delay, when to file early, and why?
If you have any items that you would like us to address during the webinar, please send them to info@keenwealthadvisors.com.
Meet Your Host: Matthew Wilson
As Chief Investment Officer and President, Matt is responsible for the analysis and allocation of client investment portfolios, and he serves on the executive leadership team. He also works with clients as one of the firm’s most senior financial planners. Matt has been instrumental in delivering upon the strategic objectives of Keen Wealth Advisors and has worked side by side with founder and CEO Bill Keen for over two decades. He began working with Bill in 2002 as an intern and progressed to serving on the operations side of the business to his current position. Matt has a Bachelor’s degree in Accounting/Finance with a Minor in Economics from Rockhurst University. Matt Wilson is a CERTIFIED FINANCIAL PLANNER™ professional.