University of Southern Indiana

Social Security Planning for Boomers

After being told for years that Social Security is going broke, baby boomers are realizing that it will soon be their turn to collect. The decisions you make now can have tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and reveals strategies for maximizing your benefits, including: factors to consider when deciding when to apply for benefits; when it makes sense to delay benefits - and when it does not; why you should always check your earnings record for accuracy; how to estimate your benefits' how to coordinate benefits with your spouse; how to minimize taxes on Social Security benefits; and how to coordinate Social Security with your other sources of retirement income. 

Dates, Times and Location: 6 -7:30 p.m.
No. ALP502A: Wednesday, October 4, USI, University Center East room 2217-2218
No. ALP502B: Wednesday, October 18, USI, University Center East room 2217-2218
No. ALP502C: Wednesday, October 25, USI, University Center East room 2217-2218
Registration Fee: $19 for an individual or $24 for two registering together and sharing materials.

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  • What other Lifelong Learners say about this course:

    “This course is beneficial to those who feel insecure about finances and is especially valuable for future retirees. I learned a great deal and can now discuss my finances intelligently and without anxiety.”

    Sharon T.

  • What other Lifelong Learners say about this course:

    “Eye opening! It could change a lot of plans you will make for the better.”

    John D.

  • What other Lifelong Learners say about this course:

    “The program has value at all stages of life. It makes you aware of many different policies that we weren’t previously aware of.”

    Beth and Scott T.

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