Protect and Plan Your Social Security Lifetime Benefit
Boston, MA • May 26, 2016
Hear from Nora Yousif, Associate Vice President and Financial Advisor at RBC Wealth Management on Social Security Benefits.
Thursday, May 26, 2016 6:30 PM - 8:30 PM EDTRBC Wealth Management
75 State Street
Boston, MA 02109
A properly planned Social Security benefit can be worth over $1.125 million, but a wrong move in Social Security benefits can cost you or a family member almost half that. Help protect you, your parents, or clients from making the wrong move and understand the 81 different ways to collect a SS benefit. We'll review the recent changes you need to know about and discuss advanced strategies most people are unaware of to help make sure you and your loved ones are not potentially leaving money on the table.
Nora will address the following:
- Will Social Security be there in the future and what will it look like?
- Learn the Ins & Outs of how Social Security works given various life situations (married, divorced, widowed, still working while collecting, etc.).
- Learn why anyone over 62 and 66 has a special SS advantage they ought to utilize.
- Learn advanced strategies most of the general public is not aware of in order to help optimize lifetime cumulative benefits.
Attendees will need to show an ID when they check in with security
About our speaker:
Nora Yousif, CFP®, Associate Vice President and Financial Advisor at RBC Wealth Management
Nora Yousif is a 3rd generation Financial Advisor and national speaker. In the past few years, her family team has been noted in Boston Magazine, featured in Boston Business Journal and The Boston Globe. Nora distills finances into understandable terms and is passionate about educating people to build confidence in their future.
Nora has educated large audiences at conference venues that include Boston, Philadelphia, and New Orleans Convention Centers. Nora leads a popular monthly educational series titled "Women, Wine & Wall Street" and has been a guest speaker to over 30 professional organizations. She writes articles for industry columns that include Financial Advisor Magazine. Nora has also commented for Huffington Post Live, Money Matters Radio, Radio Entrepreneurs, numerous panels, and hosts ECAT’s “Five Minute Financial News Flash”.
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