Pro-Bono one-on-one Social Security Strategy Planning
In collaboration with Money Smart Week we are offering a Pro-Bono one-on-one Social Security Strategy Planning.
This is a one-on-one social security strategy planning meeting with a 360Blue advisor. Ideal for those who have not claimed Social Security retirement benefits yet. We will calculate your benefit estimate based on the age at which you claim social security as well as illustrate various scenarios to see which claiming strategy is the most beneficial for your situation. You will leave with a social security guide and your custom-calculated claiming options. The goal for this meeting is to educate and help you make informed decisions.
The Federal Reserve Bank of Chicago coordinates Money Smart Week as part of its outreach efforts supporting effective policy-making and the economic development of all 7th District communities through promoting and contributing to economic and financial education.
Click here to register and to view available times: Schedule Me
Please fill this form out prior to the meeting and bring it with you:
The information needed to fill out the form can be found in your social security statements that you receive in the mail or by logging in online here.