The Southwest Harbor Public Library is hosting a workshop on Social Security planning on Wednesday, April 11, from 2-4 pm. Brian Beaulieu of Allen Insurance and Financial will be the speaker. Among the topics that will be covered are: • When it makes sense to delay benefits — and when it does not. • Why […]

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409 High Street - P.O. Box 1171 - Ellsworth, ME 04605 - Phone: 207-667-0002 Fax: 207-667-0627
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Social Security Planning at Southwest Harbor Public Library

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April 11, 2018 @ 2:00 pm - 4:00 pm

The Southwest Harbor Public Library is hosting a workshop on Social Security planning on Wednesday, April 11, from 2-4 pm. Brian Beaulieu of Allen Insurance and Financial will be the speaker.

Among the topics that will be covered are:
• 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.

Space is limited. Contact the library to pre-register. For more information, call 244-7065.

Details

Date:
April 11, 2018
Time:
2:00 pm - 4:00 pm

Venue

Southwest Harbor Public Library
338 Main Street
Southwest Harbor , ME 04679 United States
+ Google Map
Phone:
207-244-7065
Website:
http://www.swhplibrary.org/index.php