Because this topic raises so many questions, we’re hosting a Social Security Lunch & Learn at our office on April 7th from 11:30 a.m. to 1:30 p.m. where we’ll walk through many of these strategies in a simple, practical way (and yes—lunch is included). Seating is limited and will be first-come, first-served, so if you’re interested in attending, please reach out to our office for more information or to reserve a spot. If demand exceeds the available seating, we’ll also make the presentation available via simulcast so everyone who wants to participate can still join us.

Social Security is one of the most important income sources for many retirees, and making thoughtful decisions about how and when to claim can have a meaningful impact over time. Our goal is to help you understand your options so that you can make the decision that best fits your overall financial plan—and hopefully have a few laughs along the way as we try to solve the impossible task of predicting the future.

Not endorsed by or affiliated with the Social Security Administration or any other government agency.