Education Workshop: Savvy Social Security Planning for Women

A new generation is getting ready to collect Social Security. Find out what you need to know to make the most out of your retirement benefits.

Hosted By: Philip Lockwood, AIF ®

Savvy Social Security Planning
Thurs, June 28th, 2018 3:00 PM – 4:00 PM CDT

Social Security is one of the few income sources that keeps up with inflation and lasts for life. But most women fail to maximize their benefits because they don’t understand the little-known rules that can help them get more out of the system.

• This workshop will cover:How much Social Security you stand to receive over your lifetime
• How the decisions you make in your 60s can determine the amount of income you’ll have in your 80s
• How to take advantage of spousal benefits, survivor benefits, divorced-spouse benefits, and even divorced-spouse survivor benefits
• How to coordinate your own retirement benefit with benefits you might receive as a spouse or divorced spouse
• Why women who are married should make the decision about when their husbands should apply for Social Security
• Why you should consider your husband’s life expectancy when deciding when to claim your own retirement benefit.
• What to do if your husband or ex-husband dies
• What to do if your marital status changes
• How to plan for the extra-long life

This workshop is for women and for men who have women in their lives (wives, sisters, mothers). It features essential information all women need to have if they are concerned about financial security in retirement.

Lockwood Financial Strategies

3100 Ingersoll Ave.

Des Moines, IA 50312

515-274-8006

Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC