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Social Security: How to make the most of your benefits


Webinar Event Details

Wednesday, June 12th 2024 | 6:00 - 7:00pm


Presented by:

Thomas M. McGrath, CFP®

BSNB VP, Wealth and Trust Officer

Social Security is one of many important retirement decisions; it’s critical to understand the basics and how these will affect your benefits. Eligibility and claiming rules are generally the same for everyone but circumstances, retirement goals, financial needs, and lifestyle expenses are as unique as you are. Before you claim, identify what will be most relevant to your retirement situation and then join us for an informational session covering a variety of topics, including the following:

  • When to claim
  • Finding your projected benefits
  • How working affects benefits
  • How benefits are calculated
  • Spousal benefit options
  • Information about benefits if you are divorced or widowed
  • How to increase benefits
  • Taxation of Social Security
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    No Bank Guarantee Not FDIC Insured Not a Deposit
    Not Insured By Any Federal Government Agency May Lose Value including Loss of Principal

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