Hybrid Webinar: Addressing Your Social Security Benefits



Navigating your Social Security benefits can be a confusing process. Although the process may vary between all applicants, we believe this webinar is beneficial to anyone who is approaching retirement.

Our co-founders, Zachary Bouck, CIMA®, and Blair Braden, CFP®, will be discussing a complete overview of the process and considerations that you should make regarding your Social Security benefits. In this live and live-streamed workshop, we will cover:

  • 2021 Social Security Changes
  • Full Retirement Age & Other Important Milestones
  • How to Calculate Your Benefit
  • Earnings Limits
  • Spousal Benefits
  • Spousal Requirements and Considerations
  • Ex-Spousal & Divorcee Benefits
  • Survivors Benefits
  • Taxation on Your Benefits

…and more! A live Q&A will follow this webinar; however, if you have any questions regarding your specific situation, please do not hesitate to contact our office at (303) 261-8015.

We are optimistic that we will be hosting hybrid events by late 2021 (live-streamed and in-person). We will continue to monitor the situation and update all registrants on the status of an in-person event. For folks interested in attending in-person, you can expect a dinner and drinks at a restaurant near the Tech Center. Friends and family are welcome. 



The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

This information is not intended to be a substitute for individualized tax or legal advice. We suggest that you discuss your specific situation with your tax or legal advisor.