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Social Security for Couples: Maximizing Your Benefits Together


Courses - Adult Enrichment / Money -
Adult Enrichment 2024-25

Are you and your spouse nearing retirement age? Learn how to get the most out of your Social Security benefits as a couple.

Topics include:

  • How marriage impacts Social Security
  • Deciding when to claim
  • Coordinating with other income sources
  • Taxes and Social Security
  • Working while receiving benefits
  • Techniques higher-earning couples can utilize

This class is essential for married couples wanting to ensure they receive their full share of the Social Security benefits they've earned. 

Instructor: Rolf White

Rolf White

Instructor

Rolf is the owner of Business and Family Advisors LLC and has been in business for over 20 years. His focus areas are financial planning, retirement, social security, tax planning, Medicare and 401(k) plans. Rolf is licensed in MN, WI, IA, MT and AZ.

In 2016, he earned his Accredited Investment Fiduciary® (AIF®) and continues to maintain it and be in good standing. This designation is a professional certification that demonstrates an advisor serving as an investment fiduciary has met certain requirements to earn and maintain the credential. AIF® Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.

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6404-F24

  Rolf White


District 197 - 197 Heritage Middle School : F103
Tuesday, Dec 10
6:30 - 8:00 PM

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$ 12.00
1 session