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Savvy Social Security: What Baby Boomers Need to Know About Their Retirement Income

Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "Savvy Social Security - What Baby Boomers Need to Know About Their Retirement Income".

To Be Discussed:

1. What does your benefit depend on?

2. Factors to consider when deciding to apply.

3. How are Social Security benefits are calculated?

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April 20

Your Tax Plan for 2023: Uncovering Opportunities to Manage Your Tax Bill

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July 27

Life After Work: How to Create a Good Life in Retirement