Description
Social Security is the foundation of retirement income for most Americans, yet it remains one of the most misunderstood financial topics. An incorrect claiming decision can cost retirees — especially couples — hundreds of thousands of dollars over their lifetimes.
In this webinar, Tim Vieth breaks down the essential rules and concepts every worker needs to understand before making their claiming decision. You'll learn how Social Security benefits are calculated, what Full Retirement Age means for you, and how claiming early or delaying can dramatically change your monthly income. We'll also cover spousal benefits, divorced spouse benefits, survivor benefits, the earnings test, disability benefits, and how life expectancy should factor into your decision. Whether you're years away from retirement or approaching your filing date, this session will give you the knowledge to ask the right questions and avoid costly mistakes.
You'll walk away understanding:
- How your benefit amount is calculated and what affects it
- The financial impact of claiming at 62 vs. 67 vs. 70
- How spousal, divorced spouse, and survivor benefits work
- What the earnings test means if you plan to work while collecting
- Why life expectancy is a critical factor in your decision
Date and Time
Wed, Jun 24, 2026
12:00p - 12:45p EST
Location
Webinar
Note
Tim Vieth is a retirement plan consultant and financial planner at Retirement & Benefit Partners, where he’s spent over a decade helping employees make sense of their retirement plans and guiding individuals and families through comprehensive financial planning. A CRPS®, CPFA®, NQPC™, and RSSA® designee, Tim brings both credentials and genuine curiosity to every conversation. Outside the office, he and his wife can be found chasing finish lines at 5Ks, half marathons, and triathlons — or he’s at home getting his hands dirty in the garden and experimenting in the kitchen with his teenagers nearby.