Navigating Social Security

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Social Security Workshop

Workshop Highlights:

  • What steps you can take to maximize your Social Security Benefits.
  • Changes to Social Security Benefits in 2020 and how they affect you.
  • Why you should check your earnings record for accuracy.
  • How will continuing to work impact your Social Security Benefits?
  • How Social Security Benefits affect your taxes & what steps to take to prevent a huge tax bill.
  • Are there benefits to waiting on drawing Social Security?
  • Does this timing affect your other financial assets?
  • How you can pass on benefits to your spouse or other family members.
  • Are you able to increase your benefits after you have started receiving your benefits?

Retire Well.

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