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?​

90% of all receipients do not maximixe their Social Security benefits. (NSSA Mar 21, 2023)

79% of aged beneficiaries received at least half of their income from Social Securit in 2015. (SSA,2021)

55% of adults Social Security beneficiaries in 2022 were women. (SSA, 2023)

SSA announced a COLA of 2.8% for 2026​

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