Savvy Social Security

Savvy Social Security

presented by: Brad Yablonsky, Financial Advisor with UBS Financial Services

The Savvy Social Security presentation is geared towards Baby Boomers thinking about retirement. They've probably paid Social Security tax for decades. In fact, we all pay in every time we get a paycheck, yet most of us don't really understand how the system works. There are hundreds of different ways to claim and people are leaving money on the table due to lack of education. This presentation bridges the information gap and allows for informed, educated decision making.

Topics covered include:

• When to start taking Social Security
• How much you can expect to receive
• How COLAs (Cost of Living Adjustments) affect your benefits
• The ramifications of a spouse's death on benefits
• How do former marriages affect benefits
• What strategies are allowed to maximize benefits
• The changes to Social Security based on Congress' new budget bill
• How Social Security can be aligned with retirement plans

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About the Speaker:

Brad Yablonsky

Vice President – Wealth Management

UBS Financial Services Inc. 

Brad Yablonsky is a Financial Advisor with UBS Financial Services. His focus is helping clients understand Social Security and Medicare and to integrate those benefits with their overall retirement plan. Originally from New Jersey, Brad traveled to Albuquerque in 2001 'just to visit', though now proudly calls it home. He earned a Bachelor's degree from Rutgers University and holds Series 7, 66 and Insurance licenses. Brad serves on the board of the Senior Citizens Law Office (SCLO), a non-profit organization which offers free legal advice and representation to seniors on healthcare, public benefits, advance directives, consumer rights and other issues. He recently joined the board of the Human Resource Management Association (HRMA)as Finance Elect. While not working, he enjoys performing as a drummer with a Pink Floyd tribute band called Pink Freud.