An AARP survey determined that only half of its respondents who were either married or who had ever been married were aware that Social Security spousal benefits were available. This presentation will provide a broad overview of the Social Security program pertaining to retirees and their beneficiaries while emphasizing spousal and survivor benefits. These additional benefits will be examined, and attendees will learn how to optimize payouts using a simple strategy.
Daniel G. Mazzola is an investment advisory representative with American Portfolios Advisors Inc. He is a Chartered Financial Analyst, Certified Public Accountant, and Certified Financial Planner. Mr. Mazzola has developed a series of Financial Literacy workshops conducted monthly for the Freeport Public Library patrons. He is the appointed chairman of the Pro Bono Committee of the Financial Planning Association of Long Island.