Maximizing Your Social Security September 9th

Join us for a free educational seminar designed to help you make the most of your Social Security. Whether you're nearing retirement or planning ahead, this workshop will equip you with tools and insights to make confident decisions that align with your financial goals and values.

What you’ll learn:

  • The optimal time to file to maximize your benefits

  • New legislation that could impact your claiming strategy

  • How to coordinate spousal benefits

  • Tactics to reduce or eliminate Social Security taxes

  • How work or certain pensions may affect your payments

  • The role of Social Security in a well-rounded income plan

  • How to align spending in retirement with your personal values

Beyond just filing strategies, we’ll explore how Social Security fits into your broader retirement income plan through spending intentionally, confidently, and in line with what matters most.

Event date(s)
September 9, 2025 6:00 PM

Maximize Social Security & align retirement spending with what matters most

Maximizing Your Social Security September 9th
Event hosted by 
Great Waters Financial
THIS EVENT IS OPEN TO THE GENERAL PUBLIC.
IF YOU ARE A CURRENT CLIENT, PLEASE CONNECT WITH YOUR ADVISOR.
THIS EVENT IS FOR CURRENT CLIENTS ONLY.
THIS EVENT IS AVAILABLE FOR THE GENERAL PUBLIC AND OUR CURRENT CLIENTS.
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Event schedule