Brought to you by Council of Financial Educators (a non-profit) · Presented by Safe Harbor Retirement
Maximizing Your Social Security Benefits
Your claiming decision can affect your income for the rest of your life. Learn how to choose your filing age, coordinate spousal benefits, and turn Social Security into part of a dependable retirement paycheck.
Learn in a professional, no-pressure educational atmosphere alongside peers planning their retirement.
Select Your Preferred Date
Choose From 3 Live Workshop Sessions
Each session covers identical comprehensive material with dedicated Q&A time. Select the date and time that best fits your schedule.
Complete Your Registration
Select your preferred workshop time below to access the official event registration details.
Social Security rules are complex, and some filing decisions are hard to undo. Understanding your options first helps you claim with confidence.
Critical Topics We Will Cover
Designed specifically for individuals in their 50s and 60s who want clarity, confidence, and strategy before filing.
Optimal Filing Timeline
Understand the financial difference between filing early at 62, waiting for FRA, or delaying to age 70.
Spousal & Survivor Rights
Learn how married couples, divorcees, and widowed individuals can maximize combined lifetime benefits.
Social Security & Taxes
See how up to 85% of your benefit can become taxable and what to consider when planning your income.
Working While Claiming
Navigate the Earnings Test limit so your benefits aren't withheld if you continue earning income.
Meet Your Presenter, John Anderson
John Anderson is a retirement income and insurance advisor and the owner of Safe Harbor Retirement. He helps people approaching retirement turn savings and Social Security into a steady, dependable income they cannot outlive, with a focus on clear explanations and practical, real-life planning.
Frequently Asked Questions
No. The seminar is complimentary. There are no fees to attend and no obligation to do anything afterward.
Yes! In fact, we strongly encourage spouses to attend together since Social Security claiming decisions frequently affect joint retirement income and survivor benefits.
This presentation is tailored specifically for individuals and couples in their 50s and 60s who are preparing for retirement or evaluating when and how to claim Social Security benefits.
No products are sold at the seminar. It is an educational presentation, and you will receive a complimentary workbook. If you would like help applying what you learned, you can choose to schedule a complimentary one-on-one review with Safe Harbor Retirement afterward. That is always optional.
The seminar is brought to you by the Council of Financial Educators, a non-profit organization, and presented by Safe Harbor Retirement.