Description
Social Security can be an important part of retirement income planning, but understanding when to claim benefits, how benefits are calculated, and how changing rules may affect you can be complicated.
Join our financial professionals for an educational discussion designed to help make Social Security easier to understand and highlight important changes coming in 2027.
During this session, you'll learn about:
- What's changing in 2027, including the COLA and other annual Social Security adjustments.
- Why Social Security matters as one component of a broader retirement income strategy.
- The different types of Social Security benefits and important rules to understand.
- Factors that can affect your benefit, including claiming decisions, work and earnings, and taxation.
- Benefit collection strategies and considerations when evaluating your options.
- Questions to consider with your financial professional as you incorporate Social Security into your broader retirement plan.
Why attend?
Social Security decisions can extend beyond simply deciding when to begin receiving a benefit. Understanding the rules and options available can help you have a more informed conversation about how Social Security fits alongside your other retirement income sources.
Whether you're approaching retirement, already retired, or simply want to better understand your options, this session is intended to give you practical information you can use in your planning.
Date and Time
Wed, Dec 02, 2026
12:00p - 1:00p EST