Broker Check
18 June
The Social Security Decision: Filing Options, Key Facts, and Mistakes to Avoid

Description

Social Security is one of the most important sources of retirement income for millions of Americans, yet many people are surprised by how complex the claiming process can be. Decisions about when and how to file can have a lasting impact on your retirement income, making it essential to understand your options before taking action.

Join us for this educational webinar as we break down the fundamentals of Social Security and discuss the key factors that can influence your benefits. Whether you're approaching retirement, already retired, or simply planning ahead, you'll gain a clearer understanding of how Social Security works and what considerations may be important as you evaluate your filing decisions.

During this session, we'll cover:

  • How Social Security benefits are calculated
  • When you become eligible to claim benefits
  • The differences between claiming early, at full retirement age, and delaying benefits
  • Spousal, divorced spouse, survivor, and family benefit basics
  • How working in retirement may affect your benefits
  • Common Social Security myths and misconceptions
  • Key filing options and important rules to understand
  • Mistakes that retirees often make—and how to avoid them
  • How Social Security fits into a broader retirement income strategy

You'll leave with a stronger understanding of the Social Security system and the knowledge needed to make more informed decisions about your retirement benefits.

Who Should Attend?

  • Individuals age 55 and older
  • Those planning to retire within the next 10 years
  • Current retirees evaluating their benefit options
  • Anyone seeking a better understanding of Social Security rules and filing choices

This presentation is for educational purposes only and is not intended to provide specific tax, legal, or financial advice. Individual situations vary, and attendees should consult qualified professionals regarding their personal circumstances.

RSVP

Date and Time

Thu, Jun 18, 2026

11:00a - 11:30p HST

Location

Webinar

Note

Please click the link to register

PT12H30M

Event Registration

Will you be able to attend this event?