Understanding and Optimizing Your Social Security Options

This presentation will help you understand and optimize your Social Security benefits. We will cover important aspects of Social Security. You will also learn about your claiming options and how to make the best choice from among those available to you. Best for adults age 55+ who have not yet started Social Security.

Joe Alfonso is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, admitted to practice before the IRS to represent taxpayers at all administrative levels for audits, collections, and appeals. He is a member of The National Association of Personal Financial Advisors (NAPFA), the nation’s preeminent organization of Fee-Only financial planners. 

Joe is often quoted in the national media and has appeared in publications such as The Wall Street Journal, The Chicago Tribune, Smart Money and US News and World Report. Joe and his approach to investing were featured in The Wall Street Journal Online.

Joe lives in Lake Oswego with his wife, two sons and black lab. When he is not working with clients or spending time with family, you can find Joe pursuing his inner athlete at the gym.

For more information, contact Alicia Yokoyama at ayokoyama@lakeoswego.city or 503-534-4228.