Do You have Questions about Social Security
and Your Overall Retirement Income Strategy?
If so, this is the workshop for you.
Dates and Details:
Thursday, September 12, 2019
The workshop lasts about one hour, with time afterwards for questions.
Atlanta-Fulton Public Library
Alpharetta Branch Auditorium
10 Park Plaza, Alpharetta, GA 30009
When and how should you receive your Social Security benefits? Education is imperative in order for you to make the right decision.
No matter what situation you’re in, you’ll want to take the time to make an informed, well-reasoned decision about how and when to begin receiving your Social Security benefits and how to coordinate Social Security with your other retirement income sources.
Please Note: Space for this workshop is extremely limited and available only on a first come, first served basis. You must register in advance to guarantee your seat.
Who Should Attend this Workshop?
This workshop was created to help people in these common situations…
If you are recently retired but have not begun to receive Social Security benefits, attend this workshop before you make any decisions.
Are you considering retirement and need answers in order to piece your retirement income plan together? You’ll learn the role played by Social Security.
There are dozens of ways for married couples to collect Social Security. Make sure you understand your options.
Widowed? Divorced? Disabled?
If you have extenuating life circumstances, you must understand how your Social Security benefits could be affected.
What Will You Learn?
Get answers to the most commonly asked questions regarding Social Security and help with your specific situation.
When should I begin to receive Social Security?
The longer you wait, the more you will receive, but is that the right strategy for you?
How much will I receive?
This depends on your earnings history and several other factors. We’ll explain in more detail!
What about my other sources of retirement income?
You likely have retirement income from several sources. We’ll discuss how to piece together the income puzzle.
What if I keep working?
Working part or full time past age 62 could impact your Social Security strategy. We’ll explain how.
What about taxes?
Is Social Security taxable? What is the impact of taxation on your retirement income now and in the years to come?
How is my spouse affected?
If you’re married, it is imperative for you to plan your strategy together and address issues such as survivor’s benefits.
How do I avoid mistakes?
Making a mistake with your Social Security could cost you tens of thousands of dollars. We’ll show you how to avoid the most common errors.
Discover benefits you didn’t know you had!
Learn strategies such as collecting on an ex-spouse’s benefit or even a deceased ex-spouse’s benefit. You may be entitled to more than you know.
Meet Our Presenter…
Sam Evans specializes in helping couples and individuals make wise decisions related to their retirement future. Areas of expertise include social security timing, retirement income generation and long term care protection.
He has presented numerous educational workshops in the community and has provided customized guidance related to retirement for nearly ten years. Workshop attendees appreciate the perspective presented and the concise but informative nature with which it is delivered.
Sam is a wealth advisor and owner of Evans Wealth Management and he participates on the speaker’s bureau at The Society for Financial Awareness. He earned an MBA in Financial Services and holds the Chartered Financial Analyst designation. He is a true fiduciary (Fee Only advisor) to all he serves because he does not accept sales commissions as part of his compensation.
Sam is a Past President of the Rotary Club of Peachtree Corners. He is actively involved at Northpoint Community Church and in the community. He resides in the Alpharetta, Georgia area with his wife and three children. In his free time, he enjoys playing tennis, golf, following Auburn University football and spending time with family and friends.