Social Security Workshop

Join us for an educational seminar focused on understanding Social Security and the factors that may affect your claiming decisions. During this presentation, we’ll discuss the fundamentals of Social Security, eligibility requirements, spousal and survivor benefits, the timing considerations involved in claiming benefits, and how Social Security benefits may be taxed. Attendees will also learn about common claiming approaches and key considerations that are often reviewed as part of a broader retirement planning process. This seminar is designed to provide general educational information to help individuals become more familiar with Social Security rules and available options.