How married couples are able to maximize benefits.
To claim retroactive benefits in a lump sum.
The many factors that can reduce the payments you receive.
Social security gave a raise in 2022 and what this means for your tax bracket.
The effect of remarriage on survivor benefits for widowed and divorced spouses
Before you retire one of the most important decisions you need to make is when to claim social security benefits.
This is why you should attend this webinar:
Please join us for an information packed webinar hosted by Zach Morris, managing partner, co-founder of Paces Ferry Wealth Advisors, and Certified Financial Planner. Zach will educate attendees on the various strategies used to maximize your benefit, understanding the moving parts, and several other frequently asked questions. He is regularly quoted in national publications on the topic of financial planning and social security. We hope you will enjoy the webinar.
Zach received a B.S. in finance, with a minor in economics, from Elon University in North Carolina. He was a member of The Kappa Alpha Order and has served on the board of the Elon Alumni Association’s Atlanta chapter. Zach speaks Spanish and is an Atlanta native. He has his Certified Financial Planner designation. He and his wife live in West Midtown’s Underwood Hills neighborhood and his parents and two of his three sisters and their families live nearby. In his spare time, Zach golfs, plays tennis, rides his mountain bike and travels.
