Skip to content

Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income


Enrichment Classes / Finance -
Summer 2026

Investing a little time in this course can pay off immediately and in the long run.  It can help you make more informed decisions about Social Security so that you are better prepared to maximize this important source of retirement income.

The course is designed to help you with:

  • Understanding your Social Security claiming options
  • Learning how timing affects your monthly benefit
  • Identifying how claiming decisions impact spouses, widows, and divorced individuals
  • Recognizing how taxes, Medicare premiums, and employment may affect benefits
  • Understanding the value of inflation-protected lifetime income
  • Integrating Social Security into your overall retirement plan

You'll hear about common obstacles to making good claiming decisions - such as misinformation, confusion about rules, and failure to consider long-term consequences - and strategies to help overcome them.

Information about effective claiming strategies will provide you with the knowledge and perspective to make more informed decisions based on your individual financial situation, retirement goals and income needs.  Attendees will receive a 120-page workbook.  One per household.  *Spouse may attend at no additional charge!

 Taught by M1 Capital Management.

 July 2026 
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
31
 
 
 
 
 
 
 
 
336-s26a
BECC Building : Senior Center - (The Commons)
Tuesday, Jul 14
6:00 - 7:30 PM

Su
M
Tu
W
Th
F
Sa

Min Age   50 yr.

Price: $ 29 00
336-s26b
BECC Building : Senior Center - (The Commons)
Thursday, Jul 23
6:00 - 7:30 PM

Su
M
Tu
W
Th
F
Sa

Min Age   50 yr.

Price: $ 29 00