Lapis Financial Strategies along with David Posluszny of Guardian Investor Services, LLC, will host an in-depth discussion covering topics such as :

  • Estimating your Social Security retirement benefits and how to decide whether to apply early or at full retirement.
  • Understanding your Social Security Earnings Statement
  • Disability and Survivor benefits.
  • Widows and dependent benefits.
  • The best use of the Social Security website, including applying online for benefits.
  • On which years earnings will benefits be based.
  • How earnings in retirement affect benefits.
  • How married couples can maximize benefits, and more.

Seating is limited.  Please contact Pat Rajda at 704-895-4942 ext.2 or [email protected] to reserve your seats.