Northern New Jersey Webinar - June 17

Chapter Event

Social Security - Preparing for Retirement
June 17, 2024

Preparing for retirement is complicated. Employees work hard to accumulate a nest egg through their company sponsored retirement program over their working careers. When they finally reach the end goal – retirement – they have to decide how to start living off of their assets. In addition, they will also receive their social security benefits. However, before the checks start rolling in each month there are some decisions that will need to be made. 

Please join us for a presentation by Karen Ireland, a Certified Financial Planner with MFS Investment Management, who will walk us through the details of preparing for retirement and starting to take social security benefits. The presentation will include:

• Review of Your Social Security Statement
• How Retirement Benefits are Calculated
• Options for Married Couples and Divorcees
• Taxes and Your Retirement Plan

There is nothing more comforting than knowing that you will be prepared for retirement and the lifestyle you want to lead. Learn how to take those steps to understand where you are in that process of amassing enough benefits and wealth to carry you through those golden years.

Karen L. Ireland, CFP®

Senior Strategist of Business Development

MFS Investment Management®