Do You have Questions about Social Security
and Your Overall Retirement Income Strategy?
If so, this is the workshop for you.
This webinar will be held through a simple online tool that allows you to meet virtually. You will be able to watch your instructor and see the slides from a computer, phone, or tablet. You’ll even be able to see and hear the instructor, but no one will be able to hear or see you.
Attending is quick and easy! You don’t need to download any software, you just need your computer, phone, or tablet!
Webinars are Proudly Sponsored by:
To provide current & relevant information at interactive & entertaining workshops
To give back to the community through volunteerism & scholarships
Who Should Attend this Workshop?
This workshop was created to help people in these common situations…
If you are recently retired but have not begun to receive Social Security benefits, attend this workshop before you make any decisions.
Are you considering retirement and need answers in order to piece your retirement income plan together? You’ll learn the role played by Social Security.
There are dozens of ways for married couples to collect Social Security. Make sure you understand your options.
Widowed? Divorced? Disabled?
If you have extenuating life circumstances, you must understand how your Social Security benefits could be affected.
What Will You Learn?
Get answers to the most commonly asked questions regarding Social Security and help with your specific situation.
When should I begin to receive Social Security?
The longer you wait, the more you will receive, but is that the right strategy for you?
How much will I receive?
This depends on your earnings history and several other factors. We’ll explain in more detail!
What about my other sources of retirement income?
You likely have retirement income from several sources. We’ll discuss how to piece together the income puzzle.
What if I keep working?
Working part or full time past age 62 could impact your Social Security strategy. We’ll explain how.
What about taxes?
Is Social Security taxable? What is the impact of taxation on your retirement income now and in the years to come?
How is my spouse affected?
If you’re married, it is imperative for you to plan your strategy together and address issues such as survivor’s benefits.
How do I avoid mistakes?
Making a mistake with your Social Security could cost you tens of thousands of dollars. We’ll show you how to avoid the most common errors.
Discover benefits you didn’t know you had!
Learn strategies such as collecting on an ex-spouse’s benefit or even a deceased ex-spouse’s benefit. You may be entitled to more than you know.