• How to maximize your Social Security benefits
• How your filing decision impacts spousal and survivor benefits
• The taxation of Social Security and how to plan around it
• Why the Social Security Administration can’t give personalized advice
• Coordinating Social Security with your overall retirement income
• How to build a holistic plan that integrates taxes, benefits, and income
• Key legislative changes that may impact your benefits
• Specialized strategies for married couples, divorced individuals, and widows/widowers

Bring a notepad and pen to jot down key insights. You’re welcome to bring any questions you have about your own Social Security filing options, retirement income, or how taxes might affect your benefits.

Yes! You’ll have time to ask questions about claiming strategies, spousal and survivor benefits, tax implications, and how to coordinate your income for the most efficient outcome.

No. This is a strictly educational seminar designed to provide clarity and guidance. While speakers may share their contact info for follow-up, there’s no pressure to sign up for anything.

Experienced local professionals—financial advisors, retirement planners, and Social Security specialists—will lead the session. They’ll offer practical, up-to-date insights based on current rules and real-world retirement planning strategies.