Social Security Explained


Details
### Social Security Explained
An Educational Workshop on Maximizing Your Retirement Benefits
Filing for Social Security is one of the most important financial decisions you'll make in retirement—and one of the most misunderstood.
Join us for Social Security Explained, an educational workshop designed to help you make informed, strategic decisions about when and how to file. We’ll break down the latest rules, strategies, and pitfalls to avoid so you can maximize your benefits, reduce taxation, and coordinate your Social Security income with your overall retirement plan.
In this workshop, you'll learn:
- How recent legislative changes affect your claiming options
- When to file to maximize lifetime benefits
- How spousal and survivor benefits work
- How continuing to work may impact your benefits and taxes
- How to reduce or eliminate taxes on your Social Security income
- How pensions or other income may affect what you receive
- How to build a tax-efficient retirement income strategy
Whether you’re planning to claim soon or already collecting benefits, this workshop will help you avoid costly mistakes and make the most of what you’ve earned.

Social Security Explained