Margolis & Bloom Presents
How to Get the Most from Your Social Security Benefits

with Steven J. Samuel of Samuel Financial, LLC


Monday November 2, 2015 from 12:00 PM to 1:00 PM EST
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Margolis & Bloom, LLP 
535 Boylston Street, 8th Floor
Boston, MA 02116

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Elizabeth Stepakoff 
Margolis & Bloom 

Social Security is one on the most important parts of retirement plans for American families of modest, middle, and even upper incomes. But, the rules for getting the most out of our Social Security are complex. Most people within 10 years of retirement aren’t aware of how to maximize Social Security benefits.

Steven Samuel will review what you need to know to get your full Social Security entitlement, using specific examples. We’ll examine the most common situations as well as the more complex, such as, divorce, remarriage, widowed persons and when it makes sense to file for benefits while still working and when it doesn’t. The session will also cover taxation of benefits, frequently made costly mistakes and smart strategies in filing for benefits. Most important, we’ll also review how Social Security fits with other important components of legal and financial planning for retirement.

Samuel Financial LLC is located at 858 Washington Street, Suite 202, Dedham, MA 02026 and can be reached at (781)461-6886.  Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser.

Seating is limited and registration is required. 

Lunch is provided.


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If you have any questions or concerns, please do not hesitate to contact me.


Elizabeth Stepakoff