May Social Security Workshop

Social Security is one of the most important retirement decisions you will make, and the choices you make can have a lifelong impact.

This educational seminar is designed to help you understand how Social Security works, when you may want to claim benefits, and how Social Security fits into your overall retirement income plan. We will explain the rules in a clear, easy-to-understand way so you can feel more confident making informed decisions.

• How Social Security benefits are calculated
• Claiming options at age 62, full retirement age, or age 70
• Spousal and survivor benefits
• Working while collecting Social Security
• How and when benefits may be taxed
• Common mistakes to avoid

• Individuals approaching retirement
• Married couples planning together
• Widows or widowers reviewing benefits
• Anyone who wants to better understand their options before claiming

This is a free educational event. No products will be sold and no plan-specific recommendations will be made during the seminar.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Rebecca Artz