September 25, 2018
San Mateo Main Library
55 W. Third Avenue
San Mateo, CA 94402
Register for this event online.
Maximizing Your Social Security Benefits
Tuesday, September 25, 2018
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. ** Oak Room, 1st Floor **
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."