Securing Tomorrow: Navigating Social Security Retirement & Survivor Benefits

Social Security retirement benefits provide financial support to individuals who have worked and contributed to the Social Security system. The amount of the retirement benefit is based on factors such as the individual’s earnings history and the age at which they choose to claim benefits. Survivor’s benefits are designed to provide financial assistance to the surviving family members of a deceased individual who was eligible for Social Security benefits. The amount of survivor’s benefits is influenced by factors such as the deceased individual’s earnings history and the age at which the survivor chooses to claim the benefits. In both cases, understanding the eligibility criteria, claiming strategies, and potential impacts on overall financial planning is crucial for individuals and families seeking to optimize their Social Security benefits. This webinar will provide a comprehensive look at retirement and survivor benefits from the Social Security Administration and provide the knowledge and resources for providers to make informed decisions, ensuring a secure and prosperous future for the families they serve.

Learning Objectives:

• Explore the various retirement benefit options provided by the Social Security Administration.
• Understand the critical aspects of survivor benefits and how they offer a safety net for loved ones in times of loss.
• Discover smart and strategic approaches to maximize social security benefits.
• Gain valuable tips on effective financial planning for retirement and beyond.

Presenter:

Rhonda Romero