One of the most important and confusing income sources in retirement is Social Security. While many people will rely on Social Security to be the bedrock of their retirement, there are so many questions related to when to take, what the amounts will be, and the future of Social Security. Please join us as Larry Metzler from the Society of Financial Awareness discusses the fundamental working knowledge of the Social Security benefit program as it applies to retirement planning. You will gain access to information that will address the complexities of navigating the system, the potential cost of planning mistakes, common benefit decision scenarios, the treatment of inflation and taxes, and so much more.

Please download a copy of the workbook in advance of the presentation – https://www.njstatelib.org/wp-content/uploads/2024/10/Maximizing-Social-Security-Workbook.pdf.

Larry Metzler is the President of Apogee Financial Services Group, Inc., and Innovative Retirement Solutions, LLC, and the founder of the law firm of Metzler Law, LLC. His financial planning practice and his law practice are both located in Moorestown, New Jersey. Larry’s entire career has been focused exclusively on financial planning, estate planning, retirement planning, asset protection and wealth preservation planning, personal and business tax planning, and real estate matters. He is also a member of the New Jersey Bar Association, the Burlington and Camden County Bar Associations, the National Academy of Elder Law Attorneys (NAELA), and the Society for Financial Awareness and the International Association of Registered Financial Consultants. Larry is also The Society for Financial Awareness (SOFA) Chapter President for Burlington and Camden Counties.

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