Social Security & Retirement Planning Educational Workshop

Social Security & Retirement Planning Educational Workshop

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Online event

What You Need to Know to Help You Get the Most Out of Your Benefit

About this event

Social Security is one of the most valuable income sources available to retirees. Understanding your options and the potential cost of your decisions can have a tremendous impact on your total benefit. The Maximizing Social Security virtual workshop is designed to help you understand your options as they pertain to:

1. The complexities of the system and why it’s crucial to make the right claiming decisions.

2. The role Social Security plays in your overall retirement income.

3. The monetary consequences and benefits of claiming early versus delaying.

4. The key spousal decisions and benefits surrounding marriage, divorce, and death.

5. How your benefit is structured to help combat inflation but potentially adds to your tax liabilities

Learn How to Maximize Your Benefit at Our Next Online Workshop

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