SOCIAL SECURITY INCOME OPTIONS IN 2026

A Social Security 101 Educational Workshop for the confused and frustrated. Become a Savvy and Smart Consumer! This educational workshop will be covering one of the most relevant and challenging financial topics Americans face today.

Educational Workshop Overview:

• Properly file for Social Security benefits

• Maximize the amount you are eligible to receive

• Avoid the most common mistakes people make when claiming their benefits

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

• How Social Security is taxed

• Determining which claiming strategy is best for you

• Claiming a spousal benefit, even if you are divorced

Specific Educational Topics will be Discussed: 

• How taxes could pose the biggest threat to your retirement - and how to protect your money from rising taxes.

• Why IRAs can be a retirement planning disaster if not handled properly

• The benefits and pitfalls of a Roth Conversion

• Create a TAX-FREE income in retirement from your current savings plan.

• Protect your assets from being depleted by long-term care.

• The implications of the SECURE Act 2.0 for your family.

• Reduce hidden risks and exposure to your assets.

Spouses are encouraged to attend!

Seating is limited. Register now!