Social Security Benefit Options:

How to Potentially Maximize Your Income

Online Social Security Benefits Planning Workshop

You can watch the online workshop from your mobile device or computer.

Live Sessions Available
Thursday and Saturday, February 10th and 12th at 6:00pm

Click to Register

We will discuss the following:

Filing Strategies

Learn when you should apply for social security based on your unique situation so you can claim the maximum amount of social security.

Avoiding Mistakes

Learn how to potentially avoid some of the common mistakes when filing and how to find potential benefits you may not be aware of. Specific strategies to help manage and enhance income in retirement from your current qualified accounts and assets.

Lump Sum Payouts

How to claim retroactive benefits as a lump sum and how married couples can help enhance their combined monthly and lifetime benefits. How you may benefit from recent taxes over your lifetime.

Why we created this workshop

If you’re like most hardworking Americans, you don’t want to work forever, and retirement is something you’re looking forward to enjoying. Chances are you’ve seen the market go up and down over your career and you’re looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.

Click to Register