Skip to content

Social Security Planning for Couples


Adult Enrichment & Recreation / General Interest -
2024 Winter/Spring Adult Community Education Catalog

The Social Security decisions spouses make when they are in their 60s will determine the amount of total income they receive over their lifetime—including the lifetime of the spouse who lives the longest. This workshop will cover some little-known rules that can help married couples get more out of the Social Security system. This workshop will cover:
• How much Social Security you and your spouse stand to receive over your joint lifetime
• Rules and guidelines for when spouses should apply for benefits
• How the decisions you make in your 60s can determine the amount of income you—or your surviving spouse—will have in your 80s and 90s • How spouses with little or no prior earnings can take advantage of Social Security benefits
• How a little-known rule passed in 2000 has opened the door to creative spousal strategies
• The number-one most important thing all higher earning spouses should do
• Two key things you need to know about Social Security survivor benefits
• How remarriage affects survivor benefits from a former spouse
• How to avoid mistakes at your Social Security office

This workshop is primarily for married couples as it discusses Social Security benefits available to spouses. Cody Clem, Registered Representative, North Metro Money Management, 23624 St. Francis Boulevard NW, Suite 8, St. Francis, MN 55070, 763-434-9724. Travis Fisher, Registered Representative, North Metro Money Management, 23624 St. Francis Boulevard NW, Suite 8, St. Francis, MN 55070, 763-434-9724. Securities are offered through Parkland Securities, LLC member FINRA/SIPC. Fee-based investment advisory services are offered through Sigma Planning Corporation, a registered investment advisor. North Metro Money Management is Independent of Parkland Securities, LLC and Sigma Planning Corporation.

 May 2024 
SuMTuWThFSa
 
 
 
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
 
 
 
 
 
 
 
 
AE24SSC2
St. Francis High School : Saints Room-Room D125
Thursday, May 16
6:30 - 8:00 PM

Su
M
Tu
W
Th
F
Sa

Min Age   18 yr.

$ 25.00
PER COUPLE