Social Security Workshop
This no-cost, educational session is designed to help you better understand how the Social Security program works, so you can feel more informed and prepared when it’s time to make filing decisions.
Who this workshop is for
This workshop is a good fit if you:
- Are approaching retirement and want to understand how Social Security fits into your income plan.
- Are thinking about when to file and would like to understand the trade-offs of filing earlier or later.
- Have questions about spousal or survivor benefits and how those rules may apply to you.
- Prefer to learn in a small, relaxed setting with time for general questions.
What we’ll cover
During the workshop, we’ll walk through key aspects of the Social Security program in clear, straightforward language, including:
- How your benefit is calculated based on your work history.
- How filing age can affect the amount you receive.
- An overview of spousal and survivor benefit rules.
- Considerations if you plan to work while receiving benefits.
- Common questions we hear from people approaching retirement.
The goal is to provide a helpful overview of how the program works, so you can approach your own decision with more clarity.
What to expect during the session
- A welcoming, small-group setting at our local venue.
- Light refreshments as you arrive and get settled.
- A guided presentation that explains Social Security using real-world examples.
- Time for general Q&A at the end of the workshop.
The session is educational in nature. We do not use this time to recommend specific products or ask you to make any financial decisions.
