Broker Check
06 Nov
The Social Security Playbook: Turning Complexity Into Confidence

Description

The Social Security Playbook

Don't Let Social Security Uncertainty Derail Your Retirement

Social Security can play a critical role in your retirement income, yet many people are uncertain about when to claim, how benefits are calculated, how spousal and survivor benefits work, and what ongoing concerns about the program's future could mean for them.

Whether it's claiming too early, overlooking valuable benefits, or simply trying to navigate conflicting headlines about Social Security's long-term outlook, making decisions without a clear understanding of your options can be costly.

Join us for our educational The Social Security Playbook webinar, where we'll help you better understand your benefits, discuss important claiming strategies, and explore how to make informed decisions in an increasingly uncertain retirement landscape.

 

During This Webinar, You’ll Learn:

• How Social Security benefits are calculated and the factors that determine your retirement income

• The advantages and trade-offs of claiming benefits at age 62, full retirement age, or delaying until age 70

• How spousal, survivor, and divorced-spouse benefits may affect you and your family

• What happens when you claim Social Security while continuing to work and how earnings may impact your benefits

• How Social Security benefits may be taxed in retirement

• Common claiming mistakes that could reduce your lifetime retirement income

• Why life expectancy and longevity should play a role in your claiming strategy

• What ongoing concerns about Social Security's future and long-term solvency could mean for retirement planning

 

Why Attend?

Many retirees are surprised to learn that when and how they claim Social Security can significantly affect their retirement income. Add in spousal benefits, survivor benefits, taxation, earnings limitations, and concerns about the program's future, and it's easy to see why so many people have questions.

Attend this educational webinar to gain clarity on the decisions that matter most, avoid common claiming mistakes, and better understand how Social Security may fit into your overall retirement income strategy.

 

Who Should Attend?

• Individuals approaching retirement
• Retirees evaluating their Social Security claiming options
• Those looking to maximize lifetime benefits
• Married, divorced, or widowed individuals
• Those planning to continue working in retirement
• Individuals concerned about Social Security's future
• Anyone hoping to avoid common claiming mistakes
• Those seeking to make more informed retirement income decisions

 

Reserve Your Spot Today

Social Security can play a critical role in your retirement plan, but understanding your options is essential. Attend this informative webinar to learn how to navigate benefit decisions with greater confidence and avoid common mistakes that could affect your retirement income for years to come.

 

Date and Time

Fri, Nov 06, 2026

12:00p - 12:45p EST

Location

Virtual via Microsoft Teams

PT45M

Event Registration

Will you be able to attend this event?