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Savvy Social Security Planning for Individuals


Adult activities and classes / Finance -
Adult - Winter/Spring 2026

Divorced and widowed individuals have options of how and when to receive their Social Security Income. In this class, you will learn:
• 5 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 an allowance to spend toward community education classes. Members must have UCare insurance at the time of registration. Limits and restrictions may apply. Contact UCare 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.

 March 2026 
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AL-B327-WS1

  Robert S. Davis


Educational Service Center/Staff Development Center : TBD
Tuesday, Mar 10
6:30 - 8:30 PM

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Min Age   25 yr.

Price: $ 25 00