Description
Join us for an exciting webinar exploring the basics of when and how to claim Social Security. This presentation will cover:
- Discover the basics of Social Security: Learn what Social Security is, how it works, and its role in providing retirement income, disability benefits, and survivor support.
- Eligibility and claiming options: Understand the requirements for qualifying, including age and work credits, and explore options for claiming benefits based on your own or a spouse’s work record.
- Maximize your benefits: Gain insights into how your claiming age affects monthly payments, with strategies to optimize benefits by waiting until Full Retirement Age or beyond.
- Planning for retirement income: Explore how Social Security fits into your overall retirement plan alongside other income sources like pensions, investments, and part-time work.
- Key ages and decisions: Learn the critical ages for claiming benefits (62–70), Medicare eligibility (65), and surviving spouse benefits (60), along with tips for making informed decisions about when to claim.
Date and Time
Tue, May 06, 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.