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Maximize Your Social Security Benefits


Adult Enrichment / Career, Technology & Finance -
Fall 2022

Social Security is a significant piece of the retirement puzzle. Learn how to get the most from your benefits and coordinate this income with your overall retirement strategy. We will talk about the current state of Social Security, what to consider when planning your benefit start date, spousal benefits, options for divorcees, buy-back strategies, tax reduction strategies, and coordination with state and federal retirement plans. We will also review recent changes in benefits and special planning considerations for self-employed individuals.

Richard Belofsky

Richard Belofsky CLU,® ChFC,® CFP® has more than 30 years of experience in financial services. An Arlington resident and Five-Star Wealth Manager recipient, he is a Certified Financial Planner® and financial advisor with The Bulfinch Group LLC.

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CTF-Social Security

  Richard Belofsky


Arlington High School
Tuesday, Oct 11
7:00 - 8:30 PM

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