Social Security Strategies

Timing is everything. Stay informed about things that could affect your retirement income. During this workshop, you will learn how to approach Social Security as a part of your overall retirement planning strategy and how different life scenarios can impact the amount of Social Security benefits you could receive.

Our goal is for you to understand how to make the most out of your Social Security benefits.

This informative and complimentary workshop covers the basics of Social Security and reveals strategies for maximizing your benefits:

  • Five factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits – and when it does not
  • Why you should always check your earnings records for accuracy
  • How to estimate your benefits
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income

Register for this Workshop

We currently do not have any scheduled workshops due to public health concerns in regards to the Coronavirus disease (COVID-19). We still welcome you to fill out the form if you are interested in being notified of any future workshops regarding Social Security.  Thank you for your patience and understanding.

  • If you have provided us with your cell phone number, we will text you a reminder of the workshop two days prior. If you would like to bring more than one guest, please include their information in the form above.