August 22, 2017
San Mateo Main Library
55 W. 3rd Avenue
San Mateo, CA 94402
Register online prior to attending.
Maximizing Your Social Security Benefits
Tuesday, August 22, 2017
When to take Social Security is a common dilemma for retirees. Spousal and survivor benefits are important factors for married couples and ignoring them may result in a loss of dollars. At this workshop learn strategies to maximize social security benefits. Registration required.
Workshop presented by John Lau, principal and Managing Director of LFS Asset Management (Registered Investment Advisor) and LFS Tax Services. John is a Certified Financial Planner, CPA, and volunteers for FiAT, a local Financial Literacy Program. John is a published author and his latest book is titled "A Race Between Time and Money."