Skip to content

Savvy Social Security Planning for Individuals


Adult activities and classes / Money -
Adult - Fall 2024

Divorcees and Widows/Widowers have options of how and when to receive their Social Security Income.You will learn topic on Social Security, including:


• Factors to consider when deciding to apply for benefits

• How to estimate your benefits

• Rules regarding Divorced Spousal Benefits

• Innovative strategies for coordinating Survivor benefits

• How to minimize taxes on Social Security Benefits

• How to coordinate Social Security with your other forms of retirement benefits

Eligible UCare members may receive up to a $15 discount on many Community Education classes when registering over the phone. Contact Community Education for further information.

Robert S. Davis

Instructor

Robert Davis is a Certified Financial Planner and President of Financial Compass Corporation (FCC), a fee-only Minnesota Registered Investment Advisory firm. Married with two kids, he is an active volunteer in his community and serves in various leadership roles with those volunteer groups.

 November 2024 
SuMTuWThFSa
 
 
 
 
 
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
 
 
 
 
 
 
 
AL-C342-F1

  Robert S. Davis


Educational Service Center/Staff Development Center : TBD
Tuesday, Nov 12
6:30 - 8:30 PM

Su
M
Tu
W
Th
F
Sa


Price: $ 25 00