Social Security Planning for Couples


This class is currently full or closed. Please use the wait list form to be added to the wait list.

Course Code: BCSS Category: Tag:
Start Date: 02/13/2020, 1 meeting
Class Time: 7:00 PM - 9:00 PM
Location: 226, LHS
Instructor: Rick "Herbert" Fentin
Status: Closed


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.

Rick Fentin, CFP®, CLTC, Ed.M. is an independent a Registered Investment Adviser and Principal of Cambridge Financial Associates in Arlington.