If you’re retired or planning to retire soon, you likely have questions about how to make the most of your Social Security benefits. The decisions you make today can affect your income for decades to come—and the difference could add up to tens of thousands of dollars over your lifetime.
Join Scott Townsend, CFP®, Associate Advisor at John G. Ullman & Associates, for a practical, engaging presentation designed to help you understand your options and develop a claiming strategy aligned with your broader retirement goals. The in-person session will be held on Thursday, July 8th at 6:30 p.m. at the Lakewood Ranch Library (16410 Rangeland Parkway, Lakewood Ranch, Florida, 34211) in Meeting Room B (#130) – First Floor.
What You’ll Learn:
- How your benefits are calculated
- When it may make sense to delay benefits—and when it doesn’t
- How to coordinate benefits with a spouse
- The impact of taxes, Medicare premiums, and other income sources
- How to avoid costly mistakes
- Why Social Security should be part of a larger retirement income plan
Why This Matters
Social Security is just one piece of your retirement picture—but it’s a critical one. Our firm works with individuals and families to help them build a complete financial plan that aligns income, investments, tax strategies, and legacy goals. In this session, you’ll learn how proactive planning can turn uncertainty into clarity—and stress into confidence.
Reserve Your Spot Today
Space is limited, and early registration is encouraged. All registered attendees will receive a complimentary presentation booklet packed with valuable insights and practical information that complements the session.
If you have a question you’d like Scott to address during the presentation, please include it in the space provided on the registration form below.
For general inquiries about the event, feel free to contact John G. Ullman & Associates at 607-936-3785 or info@jgua.com.
After submitting your registration, a member of our Marketing & Communication team will reach out to confirm your attendance. We look forward to welcoming you!
*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc.
