Ulster Savings Bank Hosting Social Security Workshop

SAUGERTIES – The public is invited to attend a FREE and no obligation educational workshop titled “Savvy Social Security Planning” on Tuesday, March 10, 2020 at 6:30 pm at Ulster Savings Bank, located at One Twin Maples Plaza, Saugerties.

After being told for years that Social Security is “going broke,” baby boomers are realizing that it will soon be their turn to collect. The decisions they make now, however, may have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.

This informative seminar covers the basics of Social Security and reveals strategies for maximizing your benefits. To help baby boomers better understand the Social Security system, this 60 to 90-minute workshop will cover:

· Five factors to consider when deciding when to apply for benefits

· Why you should always check your earnings record for accuracy

· 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.

Reservations are required for this workshop and may be done online at www.ulstersavings.com/workshops. (Please use Workshop Promo Code UFS031020 when you register for this event.) If you would like to register by phone, or have further questions about the workshop, please contact Tina Tinnie at 845-338-6322, ext. 3352 or tina.tinnie@ceterais.com.

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Office: 180 Schwenk Dr., Kingston, NY 12401

Neither firm is affiliated with the financial institution where investment services are offered.
Investments are: *Not FDIC/NCUSIF insured *May lose value *No Bank Guarantee *Not a deposit *Not insured by any federal government agency.

The seminar that will be presented is not written or intended as tax advice, and it may not be relied on for the purpose of determining your social security benefits or eligibility, or avoiding any federal tax penalties. You are encouraged to seek advice from your own tax counsel.

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