A “Proactive” approach to your financial and tax planning instead of a “Reactive” approach can produce better results!

Please join us for our Social Security Planning for Couples Webinar presented by WillowTrusts Jim Nowak!

At this workshop you will learn...

• How much Social Security you and your spouse stand to receive over your joint lifetime
• Rules and guidelines for when spouses should apply for benefits
• How the decisions you make in your 60s can determine the amount of income you—or your surviving spouse— will have in your 80s and 90s
• How spouses with little or no prior earnings can take advantage of Social Security benefits
• How a little-known rule passed in 2000 has opened the door to creative spousal strategies
• What all higher-earning spouses should know about retirement and survivor benefits
• Two key things you need to know about Social Security survivor benefits
• How remarriage affects survivor benefits from a former spouse
• How to avoid mistakes at your Social Security office

Invite a friend! Guests are welcome!!