Savvy Social Security Planning
Learn what baby boomers should consider when coordinating their retirement income and social security. Do you know how to estimate your benefits? Discuss five factors to consider when applying for benefits. Does it make sense to delay or not? Also, might it be better to delay benefits and coordinate with your spouse? Other innovative strategies, as well as how to minimize taxes on benefits are reviewed.
John Mazzara
Instructor
John Mazzara CFP, CLU, CHFC, RICP, WMCP, CEBS, CMB, MBA, MS, AIF is a St. Thomas MBA graduate in Finance. He is also a licensed Real Estate broker through RE/MAX Results helping families and investors buy and sell properties in addition to owning and managing his own rentals since 1986. John has also been a licensed professional in the mortgage industry and former mortgage brokerage owner.
AJMSS-U1
Instructors:
- John Mazzara
| Date | Time | Location |
|---|---|---|
| Wed, Aug 12th 2026 | 7:00 - 9:00 PM | Rosemount Middle School |
