Maximizing Your Social Security Benefits NEW!
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Make informed decisions for a more secure retirement
When and how you claim Social Security can make a big difference in your lifetime benefits, especially when it comes to spousal or survivor benefits. In this informative session, you'll learn the key strategies to help you get the most out of your Social Security.
Topics include:
- How and when to claim spousal or survivor benefits
- How working part-time can affect your benefits
- Understanding the impact of age, income, and timing
- Step-by-step guidance on how to apply
Whether you're nearing retirement or helping a loved one plan ahead, this class will provide practical tools and clear explanations to help you make confident, informed choices.
Instructor: Patrick Clark
About Our Instructor:
Patrick Clark CFP®, CEPA is a financial planner who has made Chelmsford home for the last 11 years. He has over 14 years of experience in financial services. Patrick specializes in comprehensive financial planning. Patrick is passionate about helping people learn how to make efficient financial decisions. These decisions help clients grow their net worth and protect their families while on the path to financial independence. He helps his clients by taking a holistic view of their situation and identifying any areas where you may be doing well or need improvement. Solutions may then be implemented to take advantage of opportunities to create, amass and preserve wealth. Patrick lives in Chelmsford, Massachusetts with his wife Renee, as well as his daughters Rose, Paige and Bridget.