About Our Social Security & Retirement Seminars

One of the most important decisions you’ll make as you approach retirement is when and how to claim Social Security. While many people file as soon as they’re eligible, that choice can permanently affect their income for the rest of their lives.

In fact, the difference between one claiming strategy and another can mean thousands of dollars per year in retirement income over a lifetime. That’s why it’s so important to understand your options before you file.

Our free educational seminars are designed to help you better understand today’s Social Security and tax rules, how they interact with your other retirement income, and how thoughtful planning can bring greater confidence and clarity.

During the seminar, we cover topics such as:

• Key Social Security rules and regulations to understand before filing
• How claiming decisions can impact your lifetime income
• What the future of Social Security may mean for retirees
• Strategies to consider before applying for benefits
• How benefits are affected if you continue working
• How Social Security benefits may be taxed and ways to reduce their impact
• Considerations for married couples, including spousal and survivor benefits
• Whether delaying benefits may be the right choice for your situation
• How cost-of-living adjustments (COLAs) affect your income over time
• How Social Security works alongside IRAs, 401(k)s, and other income sources in retirement

These seminars are educational only no products are sold, and there is no obligation to take next steps. Our goal is simply to help you understand your options so you can make informed decisions about your retirement.