Social Security Planning
An online workshop on how you can maximize your social security benefit and investments to produce dependable lifetime income in retirement.
Online Social Security Benefits Planning Workshop
Monday, December 4th
Register today even if you can't attend at the scheduled time as we will send out a replay of the workshop!
You can watch the online workshop from your mobile device or computer.
We will discuss the following:
Learn when you should apply for social security based on your unique situation so you can claim the maximum amount of social security.
Learn how to potentially avoid some of the common mistakes when filing & how to find potential benefits you may not be aware of.
Lump Sum Payouts
How to claim retroactive benefits as a lump sum & how married couples can help enhance their combined monthly and lifetime benefits.
Why we created this online 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.