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Savvy Social Security for Couples


Adult Enrichment -
Winter/Spring 2023

The Social Security decisions spouses make when they are in their 60’s will determine the amount of total income they receive over their lifetime-including the lifetime of the spouse who lives the longest. This class will cover some little-known rules that can help married couples get more out of the Social Security System.

The class will cover:

  • How much Social Security you and your spouse stand to receive over your joint lifetime. Rules and guidelines for when spouses should apply for benefits.
  • How the decision you make in your 60’s can determine the amount of income you and your surviving spouse will have in your 80’s and 90’s.
  • How spouses with little or no prior earnings can take advantage of social security benefits.
  • How a little-known rule passed in the 2000’s has opened the door for creative spousal strategies.
  • The number one most important thing all higher earning spouses should do.
  • Two key things you need to know about Social Security survivor benefits.
  • How remarriage affects survivor benefits from a former spouse.
  • How to avoid mistakes at your Social Security Office.
 February 2023 
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 April 2023 
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Instructor

Rolf White


ROLF WHITE is an experienced professional and Accredited Investment Fiduciary (AIF®), a financial advisor with over 20 years of industry experience and has conducted seminars on financial planning and related topics all over central and southern Minnesota.

His background includes working for Fortune 500 companies and family owned businesses with experience in high-end management. Rolf is dedicated to providing quality advice to his clients, utilizing a financial planning system that gives clients a complete overview of their situation with sound ethical advice that will allow them to achieve their financial goals.

51101D

  Rolf White


Tilden - Tilden Community Center : 108 - Multi-Purpose Room
Thursday, Feb 2
6:30 - 8:00 PM

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51101E

  Rolf White


Tilden - Tilden Community Center : 108 - Multi-Purpose Room
Tuesday, Apr 25
6:30 - 8:00 PM

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