Social Security Optimization

Maximizing your Social Security benefits requires more than knowing when you’re eligible. It demands a strategic approach tailored to your unique financial situation. This course equips individuals to make informed decisions about claiming Social Security. Through practical examples and data-driven insights, participants will explore key topics such as optimal filing ages, spousal and survivor benefits, and strategies for single, married, divorced, and widowed individuals.

Key Learning Objectives:

• Understand how Social Security benefits are calculated.
• Evaluate the pros and cons of claiming early vs. delaying benefits.
• Identify optimal strategies for couples, divorcees, and survivors.