Social Security for Couples
Join our upcoming in-person seminar to help you get ready.
Do you have a Social Security strategy for you and your spouse? Does your plan take into account your entire financial picture?
Join us for a no-cost, in-person seminar to learn about strategies that could give couples a big advantage. In addition, we will cover tax strategies and other tips to help you plan for one of the most important phases of your life.
- Learn how Social Security fits into your retirement plan
- Discover creative timing strategies for couples
- Learn about surviving spouse benefits
- Find out about some of the pitfalls, and more.
Tuesday, April 23rd at 6 - 7 pm
Lakeland Community College, Kirtland
Wednesday, April 24th at 6 - 7 pm
Corporate College East, Warrensville Heights
Frequently Asked Questions
Who is presenting?
Dennis Coon, a CERTIFIED FINANCIAL PLANNER™ (CFP) professional located in Cleveland, Ohio. Dennis is the president of Transcend Wealth, a Cleveland based wealth management firm.
Who is this for?
The information presented at our seminar can help those already retired, as well as anyone approaching retirement.
Is there a sales pitch?
No, our seminars are strictly educational. While the presenter may hand out their business card or brochure to provide background on their company, guests have no obligation to engage with the speaker during or after the seminar.
If you have any questions, please call us at 216-236-1106 and ask for Dhawn DiMarino.