Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

Have you ever wondered when you should apply for Social Security?  Maybe you’re wondering how you can maximize your benefits?  Or whether or not it’ll be enough to live on in retirement?

Find these answers and more as we cover the basics of Social Security and reveal innovative strategies for maximizing your benefits.

At this workshop you will learn:

• 5 factors to consider when deciding when to apply for benefits
• When it makes sense to delay benefits — and when it does not
• Why you should always check your earnings record for accuracy
• How to estimate your benefits
• How to coordinate benefits with your spouse
• How to minimize taxes on Social Security benefits
• How to coordinate Social Security with your other sources of retirement income
• How divorced-spouse benefits work

Wednesday, July 31, 2024

12 – 1 p.m.

The webinar will begin promptly at noon and should last about an hour. Questions are encouraged and may be submitted throughout the presentation.

Questions? Email Laura Wilson at lwilson@pkscpa.com.

Colton J. Hastings, CFP®

Colton is a CERTIFIED FINANCIAL PLANNER™ Professional through the CFP Board of Standards and a graduate of Salisbury University with a Bachelor of Science degree in Finance. As an advisor with PKS he facilitates comprehensive financial retirement planning for all stages of life, monitors portfolio management and cash balances, and businesses with qualified retirement plans. Colton works closely with individuals and business owners to define their financial goals and fine-tune strategy in an efficient and sustainable way.

Kyle M. Banks

Kyle is a graduate of Salisbury University with a Bachelor of Science degree in Finance. As an Associate Advisor with PKS he works closely with the Firm’s Financial Planners and Investment Advisors to develop investment policies, monitor clients’ asset allocations, rebalancing portfolios and recommending trades, monitoring cash balances for investment opportunities and assisting with the creation of financial plans. Kyle has more than 10 years of industry experience and holds a FINRA series 65 securities license.

PKS Investment Advisors LLC is a registered investment advisor with the securities and exchange commission. Reference to registration does not imply any particular level of qualification or skill.  PKS Investment Advisors LLC does not give tax or legal advice.  Be sure to consult with the appropriate professionals in these matters.