What You'll Learn at our Social Security Workshop
- Importance of Social Security - Mitigating Risk for Retirees
- Social Security Basics - Rules & Benefits
- Claiming Considerations - The Complexities
- Optimizing Social Security Benefits - Case Examples
Is This Workshop Right for You?
Whether you're planning to retire soon or have already started receiving benefits, this educational workshop is designed to provide helpful, general information to help you better understand your Social Security options and how they fit into your overall retirement plan.
- Adults age 60 and older
- Individuals planning to retire within the next 10 years
- Those considering when to claim Social Security
- Current beneficiaries with questions about their benefits
- Anyone interested in understanding how Social Security & Medicare work together
Meet Your Presenter
Matt Stone - Senior Benefits Consultant & RSSA
Over the years, I've met many people who delayed asking questions because they were afraid of making a mistake or felt embarrassed that they didn't understand their options.
I believe no one should feel that way when it comes to decisions that affect their Social Security & Medicare benefits.
These workshops are designed to be a welcoming place where questions are encouraged and education comes first.
That's why I began offering educational workshops—to provide a comfortable place where people can ask questions, learn about their options, and leave with greater confidence in the decisions ahead.
My goal is to help people better understand their options before making important health & retirement decisions.
