Savvy Social Security

Presented by:

Brad Yablonsky I RBC Wealth Management

Senior Vice President – Financial Advisor

MEETING SUMMARY:

The Savvy Social Security presentation is geared towards Baby Boomers thinking about retirement. They've probably paid Social Security tax for decades. In fact, we all pay in every time we get a paycheck, yet most of us don't really understand how the system works. There are hundreds of different ways to claim and people are leaving money on the table due to lack of education. This presentation bridges the information gap and allows for informed, educated decision making.

Topics covered include: 

• When to start taking Social Security
• How much you can expect to receive
• How COLAs (Cost of Living Adjustments) affect your benefits 
• The ramifications of a spouse's death on benefits 
• How do former marriages affect benefits 
• What strategies are allowed to maximize benefits 
• The changes to Social Security based on Congress' new budget bill
• How Social Security can be aligned with retirement plans

ABOUT OUR SPEAKER:

Brad Yablonsky is a financial advisor with RBC Wealth Management. His focus is Social Security and Medicare benefits and integrating those programs with the other moving parts and puzzle pieces of retirement planning. He is originally from New Jersey and travelled to Albuquerque in 2001 “just to visit” though now proudly calls it home. Brad graduated from Rutgers University and holds Series 7, Series 66 and Insurance licenses. He serves on the boards of La Vida Llena and the Senior Citizens Law Office. In his free time, he is a drummer and performs with a Pink Floyd tribute band called Pink Freud.

If you are unable to attend the event in person- you have two options:

1. You may transfer your ticket to a future event. Please email [email protected] the day prior to the event by close of business to receive a future meeting coupon/ticket. 
2. You may attend the event virtually if it is a virtually presented event. Please email [email protected] the day prior to the event and you will receive a link to attend virtually. 

NOTE: Event registrations are not refundable.