Social Security and Income In Retirement

Learn How The One Big Beautiful Bill May Affect Your Benefits

Workshop Highlights

• How to properly file for Social Security benefits

• Maximize the amount you are eligible to receive

• How to avoid the most common mistakes people make when claiming their benefits

• Optimize your assets to minimize or avoid paying taxes on your Social Security benefits

• How much income you can make and still draw Social Security

• How Social Security is taxed

• How to determine which claiming strategy is best for you

• How to claim a spousal benefit, even if you are divorced

Income in Retirement

• How to build a reliable paycheck from your retirement savings

• The difference between guaranteed income sources and market-based income

• How to coordinate Social Security, pensions, and personal savings into one income plan

• Strategies to help your money last throughout retirement

• How sequence-of-returns risk can impact your early retirement years

• How to create a withdrawal strategy that can reduce the risk of running out of money

• The role of paying investments in producing income

• How inflation and rising healthcare costs can affect your income needs

• How to stress-test your retirement income plan against market downturns

Did you know?

SSA just recently issued a COLA of 2.8% for 2026!

Spouses are encouraged to attend!

Seating is limited. Register now!