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Monday, April 15, 2024

Free Seminar on Social Security


Stifel announces the presentation of an informative free seminar, "Coming to Our Senses on Social Security," to be hosted by Bryan Ruder, financial advisor with the firm’s Evansville office.

The seminar will feature guest speaker Jon Smith, CLU, ChFC, wealth planning consulting supervisor with Stifel, and will focus on the qualification, rules, and available claiming strategies for married couples, divorced individuals, and surviving widows/widowers.

Smith will cover topics including a brief history of Social Security and its evolution, benefit qualifcation rules and how other sources of income may affect benefits, determinin the role Social Secuirty will play in overall retirement goals, leveraging a spouse to maximize benefits, and strategies for claiming benefits.