Life in Portland Blog

Urban Nest Workshop : Social Security for Baby Boomers

Social Security can be far more complicated than most people realize. The decisions baby boomers make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime. Join us on Thursday, May 29th at 6PM, as Certified Financial Planner, Joseph Alfonso, addresses some of the most common questions today's baby boomers are asking. 

He will be covering topics including: Factors to consider when applying for benefits, When it makes sense to delay benefits, Why you should always check your earnings record for accuracy, How to estimate benefits, How to coordinate benefits with your spouse, and How to minimize taxes on your social security.

RSVP here to secure a seat and to enjoy complimentary pizza from Baby Doll Pizza!

Joseph Alfonso is a Certified Financial Planner Professional, financial advisor, and founder of Aegis Financial Advisory, located in Lake Oswego. Joe provides comprehensive financial planning and investment services to individuals and families throughout the greater Portland area.