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Jon Bicknell
Jon Bicknell
Cetera Advisors CERTIFIED FINANCIAL PLANNER TM 781-262-3030
25 March
Social Security Planning Seminar - 3/25/2020 - What Baby Boomers need to Know !




A New Generation of Retirees Prepares to Collect Benefits 

An educational workshop titled "Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income" has been scheduled for 

Wednesday, March 25th, 6:30pm

Medfield Council on Aging

1 Ice House Rd. Medfield, MA

Social Security is far more complicated than most people realize. The decisions baby boomers make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.

 Questions boomers are asking include:

  • Will Social Security be there for me?
  • How much can I expect to receive?
  • When should I apply for Social Security?
  • How can I maximize my benefits?
  • Will Social Security be enough to live on in retirement?

 To help baby boomers better understand the Social Security system, this workshop will cover

  • 5 factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits -- and when it does not
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income

Seating is limited and reservations are recommended. Individuals may reserve space by calling 781-262-8950 or emailing



Date and Time

Wed, March 25, 2020

6:30p - 7:30p EST


Medfield Council On Aging

1 Ice House Rd
Medfield, MA 02052
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