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.
Date and Time
Thu, Aug 26, 2021
5:30p - 7:30p MST