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Understanding Social Security Webinar

Understanding Social Security Webinar

Thursday, April 15, 2021

11:30a - 12:30p EST



Join us for an Interactive Virtual-Workshop in which we will discuss:
  • Social Security Essentials
    • Eligibility
    • Sustainability
  • Benefits and Options
    • Spousal Benefits
    • Provisional Income
  • Strategies to Consider
    • Maximizing Couples’ Benefits Strategy
    • 3 Opportunities to Maximize Benefits
  • Next Steps
    • Discuss a Retirement Budget
    • Develop a written plan with milestone
    • Schedule regular check-ins

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