Speaker
Thomas Drapala

Session Details

Understanding & Optimizing Social Security Benefits

Finance & Insurance

Date: Sunday, August 24, 2025
Time: 1:00 pm

Do your clients ask about Social Security? Do you feel confident in answering your clients’ questions and helping them with their claiming decisions? Social Security for many clients is their largest retirement income and is the cornerstone for a secure and comfortable retirement. Join this session to learn about Social Security Basics, Complexities, and Misconceptions your clients may face. Learn how you can help them understand why Social Security is important and how clients can better understand and optimize their Social Security benefits.

Learning Objectives:

1. The Importance of Social Security for a Secure Retirement
2. Terms to know and why they matter
3. How Social Security benefits are determined
4. Types of benefits available
5. Retirement, spousal, survivor, and dependent benefits explained
6. The impact of working while collecting Social Security
7. How Social Security fits into a broader retirement plan
8. Common pitfalls, misconceptions, and how to avoid costly mistakes

 

This session is not intended to be a substitute for professional financial advice from a qualified financial advisor.