Planning With Purpose Series: Session 2 - Social Security

What We'll Cover in Session 2

• How Social Security Retirement Benefits Are Calculated - Understand how your retirement benefit is determined, including the factors that can affect the amount you receive and how your claiming age may impact your benefits.
• Social Security Options While Working- Explore how continuing to work while receiving Social Security may affect your benefits and what to consider when deciding when to begin collecting retirement benefits.
• Social Security for Married Couples - Learn about spousal and survivor benefits, including eligibility requirements and how couples can coordinate their Social Security decisions as part of their broader retirement plan.
• Social Security for Divorced Individuals- Understand when a divorced individual may qualify for benefits based on a former spouse’s work record, including the 10-year marriage requirement, as well as how remarriage can affect Social Security benefits.
• Taxes and Your Retirement Plan - Learn how combined income can determine whether your Social Security benefits are taxable and how the timing of your benefits may affect your overall tax picture. We’ll also discuss key questions to consider when planning for Social Security and retirement.

Financial preparedness looks different at every stage of life. This webinar series will provide practical guidance on the key financial decisions that can help you protect your income, understand your benefits, and plan confidently for the future. Across multiple sessions, we’ll explore life insurance, long-term care, employee benefits, Social Security, and Medicare—giving you the knowledge and tools to make informed decisions today and prepare for what’s next.