Retire with Confidence: Social Security Planning
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Save your seat here: https://fwbi.org/retire-with-confidence-social-security-planning-columbia
Session agenda
Walk away with clarity on your Social Security
Real, actionable knowledge — not a sales pitch. Come ready to take notes.
01
Strategies to maximize your monthly benefit
Understand the key decisions that determine how much you receive — and the approaches that could significantly increase your income over the course of your retirement.
02
Spousal and survivor benefit optimization
Learn how married couples can coordinate claiming strategies to maximize total household benefits over a lifetime — including what happens when one spouse passes.
03
Tax implications of Social Security income
Discover how your benefits are taxed and what steps you can take now to reduce the tax bite on your Social Security income in retirement.
04
Live Q&A — bring your questions
We set aside 30 minutes specifically for your questions. Come with anything you’ve been wondering about — whether it’s a specific concern, something you’ve heard but aren’t sure about, or a situation you want clarity on. No question is too basic.
Session agenda
Walk away with clarity on your Social Security
Real, actionable knowledge — not a sales pitch. Come ready to take notes.
01
Strategies to maximize your monthly benefit
Understand the key decisions that determine how much you receive — and the approaches that could significantly increase your income over the course of your retirement.
02
Spousal and survivor benefit optimization
Learn how married couples can coordinate claiming strategies to maximize total household benefits over a lifetime — including what happens when one spouse passes.
03
Tax implications of Social Security income
Discover how your benefits are taxed and what steps you can take now to reduce the tax bite on your Social Security income in retirement.
04
Live Q&A — bring your questions
We set aside 30 minutes specifically for your questions. Come with anything you’ve been wondering about — whether it’s a specific concern, something you’ve heard but aren’t sure about, or a situation you want clarity on. No question is too basic.
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Where is it happening?
Elkridge Library, 6324 Washington Blvd, Elkridge, MD 21075-5349, United States
Event Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
Host or PublisherFinancial Wellbeing Institute
