Question 1

Is this really free?

Accepted Answer

Yes. This is a complimentary educational workshop designed to help you better understand your Social Security options.

Question 2

Is this a sales presentation?

Accepted Answer

No products will be sold during the session. The focus is education. At the end, attendees will have the option to request a personalized analysis if they would like further guidance.

Question 3

Who should attend?

Accepted Answer

This workshop is ideal for individuals age 55–70, married couples coordinating benefits, widows/widowers, and anyone planning to retire within the next 5–10 years.

Question 4

How long is the webinar?

Accepted Answer

The presentation runs approximately 60 minutes, followed by time for live Q&A.

Question 5

Do I need to attend with my spouse?

Accepted Answer

If you are married, it’s encouraged that both spouses attend. Only one registration per household is required.

Question 6

What will I learn?

Accepted Answer

You’ll learn how Social Security benefits are calculated, when claiming early or delaying may make sense, spousal and survivor strategies, how benefits are taxed, and common mistakes that can reduce lifetime income.

Question 7

Will this be recorded?

Accepted Answer

The live session is designed to be interactive. Replays may be available at a later date, but attending live allows you to ask questions.

Question 8

What do I need to attend?

Accepted Answer

A computer, tablet, or smartphone with internet access. A link to join will be emailed to you after registration.

Question 9

What happens after the webinar?

Accepted Answer

You may receive follow-up educational resources. If you’d like a personalized Social Security analysis, you will have the option to schedule a one-on-one conversation.

Maximizing Social Security

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Maximizing Social Security

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