Optimal Filing Age
Discover when to claim Social Security based on your specific situation—and why waiting isn't always the best answer.
Seminars
Free Social Security & Retirement Planning Seminar
Learn the strategies that could add thousands to your lifetime Social Security benefits.
What you’ll learn at this Seminar
What you’ll learn at this Seminar
Join us for a free educational seminar where you'll learn:
- When to claim Social Security for maximum lifetime benefit
- How spousal and survivor benefits work
- Tax implications of Social Security income
- Strategies for divorced individuals and widows
- How to coordinate Social Security with other retirement income
This is a no-cost educational workshop. No products will be sold.
Spousal Strategies
Learn how married couples can coordinate benefits to maximize household income over both lifetimes.
Tax Planning
Understand how Social Security income is taxed and strategies to minimize your tax burden in retirement.
Common Mistakes
Avoid the filing errors that cost retirees tens of thousands of dollars.
Who Should Attend?
Who Should Attend?
This seminar is designed for
- Adults ages 55-75 planning their Social Security filing decision
- Couples wanting to coordinate spousal benefits
- Divorced individuals unsure about ex-spouse benefits
- Widows and widowers navigating survivor benefits
- Anyone who hasn't filed for Social Security yet
Even if you're already retired, if you haven't filed for Social Security, this seminar can help you make an informed decision.
Upcoming Free Seminars
Upcoming Free Seminars
Three upcoming educational events are in development. Dates and delivery details will be announced soon.
IN-PERSON · TBD
Social Security & Retirement Income
Location: TBD
Status: Coming Soon
WEBINAR · Coming Soon
Tax-Smart Retirement
45-minute webinar
Status: Coming Soon
WEBINAR · Coming Soon
The Truth About Annuities
45-minute webinar
Status: Coming Soon