Educational Workshop Highlights

• New Social Security changes you must know in 2025
• How to qualify for Social Security Benefits
• Learn how to maximize the amount you are eligible to receive
• Why correctly timing your Social Security Benefits matter
• Understand spousal, survivor, and divorced spouse benefit options
• Manage the tax implications of Social Security Benefits
• Important dates and timelines for when to make Medicare decisions
• How your income in retirement could impact your Medicare premiums
• Why Medicare and Social Security decisions must work together
• Apply a Step-by-step guide to take control of your specific benefits now

Did You Know?

79% of older Americans relied on Social Security for at least half of their income in 2024 - up from 62% in 2017. (Social Security Administration, SSA.gov, 2024)

65.3 million people currently receive Social Security-Only benefits. (Social Security Administration, SSA.gov, 2025)

$1.2 trillion in Social Security benefits were paid out in 2024. (Social Security Administration, SSA.gov, 2025)

54% of all Medicare beneficiaries were enrolled in Medicare Advantage plans in 2024. (Congressional Budget Office, CBO.gov, 2024)

Who is This Class For?

This class is a great fit for anyone in their 50s or 60s who has been thinking about retirement or has recently retired and wants to better understand their Social Security and Medicare options. Whether you're married, single, divorced, or widowed, we'll walk through when and how to file for benefits, how spousal and survivor benefits work, and how working or having other income could affect what you receive. We’ll also cover tax implications, recent rule changes like the Social Security Fairness Act, and tips to avoid common mistakes. You’ll leave with clear and practical strategies to help you feel more confident about your next steps. As part of this workshop, you'll receive a free Social Security sample analysis designed exclusively for our attendees!