Social Security for Couples: Maximizing Your Benefits Together
Are you and your spouse nearing retirement age? Learn how to get the most out of your Social Security benefits as a couple. Are you widowed or single? This class can help answer questions for you too! This class is essential for married couples wanting to ensure they receive their full share of the Social Security benefits they've earned.
Topics include:
- How marriage impacts Social Security
- Deciding when to claim
- Coordinating with other income sources
- Taxes and Social Security
- Working while receiving benefits
- Techniques that higher-earning couples can utilize
Securities offered through Parkland Securities, LLC, member FINRA/SIPC. Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Business and Family Advisors, LLC is independent of Parkland Securities, LLC and SPC
Rolf White
Instructor
ROLF WHITE is an experienced professional and Accredited Investment Fiduciary (AIF®), This designation is a professional certification that demonstrates an advisor serving as an investment fiduciary has met certain requirements to earn and maintain the credential. AIF® Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients. He is a financial advisor with over 20 years of industry experience and has conducted seminars on financial planning and related topics all over central and southern Minnesota. He has been teaching for over 10 years in nearby school districts. He is dedicated to providing quality advice to his clients, utilizing a financial planning system that gives clients a complete overview of their situation with sound ethical advice that will allow them to achieve their financial goals.
671-060
Instructors:
- Rolf White
| Date | Time | Location |
|---|---|---|
| Wed, Sep 9th 2026 | 6:30 - 8:00 PM | Community Learning Center |