Social Security isn't automatic. The age you claim, the strategy you use, and the taxes you ignore could permanently reduce what you collect — by tens of thousands of dollars. This free one-hour session shows you what to do instead.
⚠ Seats are limited. Registration closes at capacity.
The Stakes
Unlike most financial decisions, your Social Security claim is permanent the moment you make it. There's no amendment, no appeal, no do-over. The age you file, the strategy you use — or don't use — determines what you collect for the rest of your life.
The 2026 rule changes have shifted the math. If you haven't reviewed your strategy recently, you may be planning around numbers that no longer apply.
What You'll Discover
Understand exactly how your birth year affects your Full Retirement Age — and the hidden, permanent cost of claiming even 12 months too early.
How couples can coordinate benefits to maximize total lifetime household income — including strategies most divorced spouses never know to ask about.
The 2026 earnings test thresholds — know exactly how much you can earn before Social Security starts clawing money back from your check.
When your benefits become taxable, when they don't, and how smart income sequencing protects more of your check from the IRS.
The updated COLA, new taxable earnings limits, revised FRA thresholds — and what they mean for your personal claiming decision right now.
How to think through your own situation and walk away with clarity. Attendees will have the opportunity to book a private 1-on-1 session to get their specific questions answered.
What's New
The maximum earnings subject to Social Security tax rises to $184,500 in 2026 — up from $176,100.
If you're under FRA and still working, you can now earn up to $24,480/year before benefits are reduced.
A 2.8% cost-of-living adjustment takes effect in 2026 — learn how to factor this into your retirement income plan.
If you attain Full Retirement Age in 2026, the exempt earnings amount rises to $65,160/year.
One free hour on Monday, June 8th could be worth years of additional income. Don't leave it to chance.
⚠ Seats are limited — registration closes at capacity.