Wilson Central School District

Join Corey Malstrom, CFP® for an engaging exploration of the decisions surrounding Social Security benefits. Corey will delve into the critical choice of whether to start collecting benefits early or to delay and uncover the unique advantages and trade-offs of each approach. He will also provide you with the insights you need to make an informed decision that aligns with your financial goals and individual circumstances. From maximizing your immediate income to enhancing long-term security, Corey will guide you through the benefits of both options. The discussion will also include information on current legislation and the financial health of the Social Security program.

This material is being provided for general information and educational purposes only and should not be construed as investment, tax, accounting, or legal advice, or used as the primary or final determinant of the best strategy on how and when to claim Social Security benefits. It is strongly recommended that each individual contact the Social Security Administration regarding his/her specific situation. A wealth of information, including interactive calculators, can be found at the Social Security Administration’s website: http://www.ssa.gov/pgm/retirement.htm.

A Webex link will be provided prior to the course start date.

Please log in to SSA.Gov and print out your Social Security Statement.