On March 19th, HeimLantz hosted the “Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income” seminar.  Kathie Sulick, CPA/PFS, gave an informative presentation on a variety of social security topics including 5 factors to consider when deciding to apply for benefits and how to minimize taxes on your social security benefits. Applying for social security can be very confusing and many people have questions on the best way to proceed. If you would like to learn more about  future seminars or have questions about social security planning, please call Kathie at 410-841-5575.

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