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Wednesday, May 27, 2026
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Financial Management & Budgets
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Social Security--What You Need to Know
Gain a clear understanding of Social Security income benefits and how they can serve as a reliable stream of retirement income. Learn how Social Security benefits are calculated, how cost of living adjustments affect your claiming decision, and the various strategies available for claiming benefits. We will also cover spousal, survivor, and divorced spouse benefits, how to minimize taxes on Social Security income, and how to coordinate Social Security with other retirement income sources. The course includes a review of the current state of Social Security and guidance on how much you can expect to receive. You will also learn why many recipients lose trillions collectively due to suboptimal claiming strategies.
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