Description
Join us for an exciting webinar exploring maximizing Social Security in your retirement strategy. This presentation will cover:
- Learn when to claim: Discover why delaying Social Security can increase your lifetime benefits and avoid permanent reductions.
- Create a comprehensive Plan: Explore strategies to integrate Social Security with other reliable and variable income sources for a sustainable retirement paycheck.
- Understand essential vs. discretionary expenses: Gain insights into managing day-to-day expenses versus funding your dream retirement activities.
- Optimize spousal and survivor benefits: Uncover strategies for couples and widows/widowers to maximize lifetime Social Security payouts.
- Take the First Step Toward Financial Confidence: Use tools and resources to model scenarios and create a plan tailored to your unique needs.
Date and Time
Thu, May 08, 2025
6:00p - 7:00p EST
Location
Webinar
Note
Tim is a Retirement Plan Consultant with our Wealth Management Division, where his primary responsibility is to provide financial education to plan participants. He also offers individualized investment services. He is passionate about helping participants plan, pursue, and enjoy a successful financial life. Most recently Tim was a financial consultant with Transamerica where he offered personalized financial education and advice to a national healthcare organization with around 3000 participants in the Chicagoland area. Licensed since 2014, Tim can share his experiences to help you navigate your financial journey to and through retirement. Tim is a Certified Plan Fiduciary Advisor (CPFA®), a Chartered Retirement Plans Specialist (CRPS®), and a Nonqualified Plan Consultant (NQPC™). He holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial.