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Social Security Strategy - Seminar

Presented by Financial Planning Association of Silicon Valley

Location: Community Room

Description: Sharon Lacy, CFP®, CPWA® - When to file for Social Security is one of the most important retirement planning decisions you will make, but it is almost impossible to find the information that will allow you to determine the best filing strategy because of the complexity of filing age, benefit amount and the ability to coordinate benefits.

  • explain the basics of Social Security
  • review things that you should consider before filing
  • discuss how to determine the "optimal" filing strategy

    Sharon has spoken about Social Security planning at regional and national Financial Planning Association events. She has also taught classes with the City of Capitola and the City of Watsonville.  Sharon is a CFP® professional and a CPWA® professional. She is also a member of the Financial Planning Association (FPA) and the National Academy of Social Insurance (NASI), a nonprofit, nonpartisan organization made up of the nation’s leading experts on social insurance.

Presented by FPA of Silicon Valley, a non-profit organization.  Financial Planners will not endorse or recommend individual stocks or products. This workshop is offered as a public service to improve financial literacy, free of charge.  Sponsored in part by Friends of the Library.

Please register:

More Information
Contact:     Roz Kutler
Phone: (650) 780-7058

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