04/09/2013 (press release: noceti1949) // Walnut Creek, CA, USA // George M. Noceti
WORKSHOP TO EDUCATE BABY BOOMERS ON SOCIAL SECURITY
A New Generation of Retirees Prepares to Collect Benefits
An educational workshop titled “Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income” has been scheduled for Thursday, on April 25th at Mt. Diablo Adult Education, from 7:00PM to 8:30PM, Pleasant Hill Education, One Santa Barbara Road, Pleasant Hill, CA 94523. You may register by calling (925) 937-1530.
After being told for years that Social Security is “going broke,” baby boomers are realizing that it will soon be their turn to collect. But the decisions they make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.
To help baby boomers better understand the Social Security system, this workshop will cover
• 5 factors to consider when deciding when to apply for benefits
• When it makes sense to delay benefits — and when it does not
• Why you should always check your earnings record for accuracy
• How to estimate your benefits
• How to coordinate benefits with your spouse
• How to minimize taxes on Social Security benefits
• How to coordinate Social Security with your other sources of retirement income
Seating is limited and reservations are recommended. Individuals may reserve space by calling the Mt. Diablo Adult Education, Pleasant Hill Education Center, One Santa Barbara Road, Pleasant Hill, CA 94523. You may register by calling (925) 937-1530.
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Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking and lending, cash management, annuities and insurance, retirement and trust services. For more information, call 925-746-2982. Wealth Advisor George M. Noceti’s web address is www.ms.com/fa/TheIntegraGroup.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 43 countries. For further information about Morgan Stanley, please visit www.morganstanley.com.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice.