Mike Heatwole, Certified Financial Planner and founder of The Dala Group, will provide details on the various filing strategies available to single individuals, married couples, divorced individuals, and widows. These strategies can often provide monthly lifetime social security benefits higher than the standard filing options that are typically selected. In addition, Mike will be covering topics such as social security earned income limits and the taxation of social security benefits.
Please register with a valid email address to receive the link to join via Zoom. Program will be held online via Zoom. A link will be emailed to all registered patrons shortly before the program.