Program Type:
OtherAge Group:
AdultsProgram Description
Event Details
Financial Adviser Susan Allen shares insights and strategies to help you make the most of your Social Security benefits.
Social Security provides not only a guaranteed income stream but also longevity protection, spousal protection, and some inflation protection. Learn various claiming strategies to maximize the benefits you receive, including,
- How married couples can help enhance their combined monthly and lifetime benefits
- How the “do over” and “start, stop, restart” strategies work
- How to claim retroactive benefits as a lump sum
- How remarriage affects survivor benefits for widowed and divorced spouses
- And more!
A complimentary workbook is provided. There is no fee to attend and no post-lecture obligation. Don't miss this opportunity to learn from a financial professional.
Sponsored by The Friends of the Granby Public Libraries.
About the presenter:
Susan Allen has been in Financial Services for over 20 years and has worked with hundreds of clients to achieve their retirement goals. She obtained the required financial licensing at the start of her career as a Senior Financial Adviser with Fleet Bank. Susan completed the Certified Financial Planner course at Bay Path University.
After working at banks and brokerages, Susan chose to work independently with a concentration on retirement income planning. Financial Education is an important part of preparing for retirement and Susan teaches classes at local libraries and Holyoke Community College.
Susan may be reached at 413-569-0035 or susanallenfinancial@gmail.com.