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Maximize Your Social Security: A Guide for Married, Single, and Surviving Spouses

Plan ahead for retirement by learning how Social Security works for you. This class is designed for married couples, single adults and widows who want to better understand their Social Security benefits. Learn practical strategies for deciding when to claim, how marriage affects benefits, and how to coordinate Social Security with other retirement income.

Topics include how marriage affects Social Security benefits, the best time to claim benefits, coordinating Social Security with other income sources, understanding taxes on benefits, working while receiving benefits, and strategies for higher-earning households. This clear, informative class helps you make confident decisions and maximize the benefits you’ve earned.

Rolf White

Instructor

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Rolf is the owner of Business and Family Advisors LLC in Burnsville and has been in business for 16 years. His focus areas are financial planning, retirement, social security, tax planning, Medicare, Group Benefits and 401(k) plans. In 2016, he earned his Accredited Investment Fiduciary® (AIF®) and continues to maintain it and be in good standing. Rolf holds a bachelor’s degree in Entrepreneurship and Marketing from The University of St. Thomas and has been teaching in the surrounding community ed school areas for over 12 years. Rolf is a licensed Medicare Agent.

Securities offered through Parkland Securities, LLC, member FINRA/SIPC. Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Business and Family Advisors, LLC is independent of Parkland Securities, LLC and SPC

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