Understanding Your Social Security Benefit Options

This two hour workshop offers real world strategies and methods designed for those ages 60 and up who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This workshop is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Whether you are married or single upon completion you will know how to properly file for your Social Security benefits as well as how to choose the best filing option for your circumstances. You will also learn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved. 

Unlock Your Financial Potential: Free Educational Workshop

Understanding your Social Security benefits is more crucial than ever. Learn how to maximize your benefits, minimize taxes, and make informed decisions about your financial future in this comprehensive, free educational workshop. Designed to provide clarity on one of the most misunderstood retirement benefits, this session empowers you with the tools and knowledge to make confident financial choices.

Key Takeaways:

• Explore the best strategies to claim your Social Security benefits.

• Learn how cost-of-living adjustments (COLAs) impact your income.

• Discover how to coordinate spousal and survivor benefits for married couples.

• Avoid costly mistakes that could reduce your lifetime benefits.

• Get insights into how taxes affect Social Security and ways to minimize their impact.

This workshop is offered by the Foundation for Fiduciary Education®, a nonprofit dedicated to providing unbiased financial education. Led by a Certified Financial Fiduciary®, the course is free from sales pitches and designed purely for your benefit.

Why Attend?

The decisions you make now can have a significant impact on your financial well-being for years to come. With expert guidance, you’ll learn to navigate the complexities of Social Security, coordinate it with other retirement income sources, and plan effectively for your future.

Seats are limited. Reserve yours today!