Social Security Optimization for Women

Registration is appreciated. To sign up for this program:
-Sign up HERE.
-Call the Rowley Library at 978-948-2850.
-Call the Rowley Council on Aging at 978-948-7637.

This interactive presentation reveals the primary factors that drive female financial precarity and why it’s vital to coordinate Social Security benefits with spouses to maximize your monthly checks.

A landmark survey of 2,000+ households in a Social Security-sponsored panel found that only four percent (4%) of Americans optimize their Social Security election. An incredible 96% of retirees make a sub-optimal choice when filing for benefits, leaving over $100,000 in unclaimed benefits over their lifetime.

Rick Roche is the Director of Client Engagement & Content Curator at Wealth Effects LLC, an SEC Registered Investment Adviser. Rick has over 40 years of experience in financial services and has been a featured speaker at hundreds of investor and industry conferences.

Sponsored by the Rowley Council on Aging. This program is free and open to all.