Maximizing Social Security Benefits via Zoom

Tuesday, March 17, 2026 - 06:30 PM to 07:30 PM
Arizona Time

We've all heard that "Knowledge is Power:' Being well-informed on key issues such as Social Security planning could prove to be the foundation of sound decision making in retirement. The decision you make regarding how and when to claim your Social Security benefits will be among the most complex and largest financial decisions you will make in your lifetime, and now being informed has become more important than ever. Being aware of new rules included in legislation that imposes time and age restrictions could potentially save you thousands of dollars in lost benefits. 

 

This course will help you:
-Learn how NEW legislation changed Social Security claiming options 
-Help maximize your Social Security payments Understand how SS affects your spouse 
-Understand how SS taxation affects you 
-Why the SSA can't give you advice on your filing options Plan appropriately for retirement income 
-Understand the retirement income gap and how to plan accordingly 


You will receive an email the day before the event with a Zoom join link. Please check your junk/spam if you do not see it. We look forward to having you!