Understanding Social Security: Strategies, Timing & What You Need to Know
Are you confident in your Social Security plan? For many, Social Security will be one of the most significant financial assets they’ll rely on in retirement — yet few truly understand how it works or how to make the most of it.
In this interactive session, we’ll explore:
- When (and how) to claim: Learn the pros and cons of claiming early vs. waiting — and how timing affects your lifetime benefit.
- Your benefit, explained: Understand how your Social Security benefit is calculated and what factors increase or reduce it.
- Spousal, survivor & divorcee benefits: See how benefits extend to spouses, ex-spouses, and surviving partners — including lesser-known rules you need to know.
- Common mistakes to avoid: Learn why most people only get one shot at claiming — and how to avoid costly errors.
- The future of Social Security: We’ll address the big question — is Social Security going away? What’s changing, and how should you prepare?
