Town of Milton to offer free retirement strategy seminar

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Jason Luck, partner in Commonwealth Financial Group, to offer free retirement strategy seminar

Seminar to be held at Senior Center on Tuesday, May 15th

WHAT IS YOUR RETIREMENT STRATEGY?? – COME TO A FREE SEMINAR AND FIND OUT WHAT YOU NEED TO KNOW ABOUT SOCIAL SECURITY & OTHER FORMS OF RETIREMENT INCOME

Tuesday, May 15th at 4:30 p.m.
Senior Center, 10 Walnut Street
Milton

We are very excited to offer another informative program geared towards the growing number of “baby boomers” who are considering retirement. We will have a Social Security Public Affairs Specialist on hand to discuss the following:

  • When are you eligible to receive retirement benefits?
  • How does early retirement affect your benefits?
  • Do you qualify for disability, survivors, and spouse benefits?
  • How do you get the most from your benefit?
  • What is the future of Social Security?
  • When should you file for Medicare?

In addition to talking about Social Security, we are very pleased to have back, Jason Luck, a partner in the Commonwealth Financial Group. Jason has been volunteering his time for the past 10 years here to guide people through the maze of retirement planning. It is very important that you take the time to learn all you can about how to manage your assets and income in retirement. All of this is very confusing so we are fortunate to have two experts to offer guidance and answer your questions. Prior to attending our session, please visit our website and create your own my Social Security account at www.socialsecurity.gov/myaccount. Your my Social Security account will provide you with your earnings statement under the Social Security program and benefit estimates. The How to Create an Online Account factsheet (www.socialsecurity.gov/pubs/EN-05-10540.pdf) can help you to create an account. Since your Social Security benefit is calculated using your earnings history, it is important for you to regularly review your earnings record. I believe that you may get more out of the session if you have your earnings statement with you.

To register for the event:

Registration is required. Please call 617-898-4893 to sign up. For more information, please go here: https://www.townofmilton.org/home/news/free-retirement-strategy-seminar

*This message was first announced by Town of Milton, MA.

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