Understanding Social Security is critical to a person’s long-term financial well-being and retirement. This virtual meeting will provide an overview of Social Security and how it works, including eligibility and Primary Insurance Amount, filing options, the importance of timing (delayed retirement credits), and spousal benefits. At the end of meeting, members should have a foundational knowledge of Social Security and how it works.
We will share resources and each member will have an opportunity for a complimentary financial consultation. Before we end the meeting, you will also have an opportunity to ask questions. Please keep in mind we cannot make any specific recommendations; everyone’s financial situation is unique.
To register for this meeting click here or call (844) 627-7337.
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