Back to All Events

5 Biggest Social Security Claiming Mistakes - and How to Avoid Them

  • Russell Library 123 Broad Street Middletown, CT (map)

Understanding your claiming options when it comes to Social Security is crucial to maximizing your benefits. This seminar will show you how to navigate social security, potentially increase your monthly payments, and protect your loved ones.

What you will learn:

• Why you shouldn’t wait too long to start planning
• How your benefit is calculated
• What happens if you claim too early
• How to potentially increase your benefit amount
• Calculation of survivor benefits

Presented by Peter Leppones, CFP® | Financial Advisor

NOTE: Seats are limited. Registration does not guarantee a seat. A representative from Apella Capital will contact you if the event you are registering for is full. 

Apella Capital, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. No one should assume that any discussion or information contained in this material will serve as the receipt of, or as a substitute for, personalized investment advice from Apella or your adviser. Please be advised that Apella does not provide tax or legal advice and nothing stated or implied here in this material should be inferred as providing such advice.

Earlier Event: November 8
Connecting Through Art at Studio Symmetry
Later Event: December 15
Meet Santa Claus!
Real Time Web Analytics