Social Security Planning

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Program Type:

Workshop

Age Group:

Adults
  • Registration is required for this event.
  • Registration will open on December 29, 2025 @ 9:00am.

Program Description

Event Details

Effective Social Security planning plays a crucial role in shaping your retirement income. Making thoughtful decisions about when to begin claiming benefits can have a significant impact on your overall financial security during retirement. Ronald L. La Serra MBA, CPA, ChFC will  cover key considerations for Social Security Planning and how to develop a strategy.