The future is uncertain and it's always good to be prepared for the unexpected. If you have questions or concerns....

This educational workshop will help you:

• Learn how New Legislation changed Social Security claiming options. 

•  Maximize  your Social Security payments.

• Unserstand how Social Security affects your spouse.

• Understand how Social Security taxation affect you.

• Plan appropriately for retirement income.

• Develop a tax-efficient retirement

• Learn how the One Big Beautiful Bill Act affect your Social Security benefits.

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      Educational Workshop Highlights:​

• Recent legislative changes to Social Security benefits

• Strategies to maximize Social Security payments

• How to reduce or potentially eliminate taxes on your Social Security benefits.

• Ways that working can affect your benefits and their taxability.

• Certain type of earnings and pensions and how they could affect your benefits.

• Married? Learn how to coordinate benefits with your spouse.​

• Tax reforms may change your retirement plan. 

• Find out what's new and the biggest mistakes to avoid.

 

Did you know?​

•  49%  of Americans say they do not know how to maximize their Social Security benefits. (Nationwide Retirement Institute, Maximizing Social Security Benefits)

• 63% of adult Social Security receipients rely on Social Security for at least half of their family income. (Pew Research Center, What the Data Says About Social Security May 20, 2025)

• 55% of adult Social Security beneficiaries are women, (Social Security Administration, Fast Facts & Figures About Social Security, 2025)

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      SSA announced a COLA of 3.6 % for 2027

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