Lunch and Learn - Social Security Seminar

Description

Lunch and Learn - Social Security Seminar
A clear, practical session designed to help you understand how Social Security really works—and how to make informed decisions that can increase lifetime benefits. This Lunch & Learn breaks down the essentials in a simple, approachable way.

What We’ll Cover

• How benefits are calculated and what factors increase or reduce your monthly amount
• When to claim — early, full retirement age, or later — and how timing affects lifetime income
• Spousal and survivor benefits and how they coordinate with your own record
• Working while collecting benefits and how earnings may impact payments
• Taxation of Social Security and strategies to reduce avoidable taxes
• How Social Security fits into a broader retirement plan

Why It Matters

• Avoid common claiming mistakes
• Understand how to maximize lifetime benefits
• Gain clarity and confidence before making irreversible decisions