Social Security Planning for Couples – June 18


5 in stock

Course Code: BC3S-sp24 Categories: , Tag:


The Social Security decisions spouses make when they are in their 60s will determine the amount of total income they will receive over their lifetime – especially the lifetime of the spouse who lives the longest (usually the wife!). This workshop will cover the NEW rules that can help married couples get the most out of the Social Security system. We will cover: the optimal times to apply, spousal coordination, minimizing taxes and effectively integrating Social Security with other assets. Plus, the most important thing all higher-earning spouses should do and more. Why not make sure you are maximizing your income? The $40 tuition cost is per couple.

Senior Wealth Manager Matt Carron, CFP, CDFA grew up in Hopedale in Central Massachusetts. An avid athlete, he played basketball in junior college in Franklin before transferring to Northeastern and completing his BS in psychology. His interests in understanding the mind, and in helping people, led him to May Institute, where he taught children with autism and brain injuries. When Matt was in his mid 20s, he made a career shift. His parents won a large, life-changing sum of money in the Massachusetts state lottery. To help make sure his mother transformed the money into security, he entered the investment business with Fidelity. There, he worked his way up from answering phones to servicing accounts and trading assets for high-net-worth clients. Next, he joined a boutique financial planning firm in Braintree, to deliver deeper, more holistic financial planning to clients. For one client with $100 million in assets, he helped establish and operate a family office.

As senior wealth manager at Heritage Financial, Matt operates as the primary partner for clients, helping them translate their life goals into sophisticated custom financial plans, then recalibrate constantly as their circumstances and goals evolve. Matt also serves as the hub of communication and coordination between Heritage and clients’ accountants, attorneys and insurance agents.

Matt and his wife, Shannon, have three young boys. Most of his time outside of work is spent with them, involved in their sports and activities. With the small amount of time left over, he stays close with friends he has known since the second grade. And he remains a diehard Patriots, Red Sox, Bruins and Celtics fan.

Start Date: 6/18/2024, 1 meeting
Class Time: 6:00 PM - 8:00 PM
Day of Week: Tuesday
Location: Zoom
Instructor: Matt Carron
Status: Running/Openings