Topics and Learning Objectives

  • Identify the significance of Social Security to their financial goals.
  • Summarize how timing affects Social Security benefits.
  • Evaluate if Social Security is enough for retirement.
  • Plan to accomplish personal financial needs.

Marketing Teaser

Even if you have a great savings plan in place, Social Security can be an important source of future income. Take our short lesson to learn more about Social Security and how you might plan to use it to support your living expenses in retirement. We will explore:

  • The significance of Social Security to your retirement income
  • How the timing of collecting Social Security affects your benefits
  • Evaluating how much of your retirement expenses Social Security will cover

Post on Twitter

Do you know when to collect your social security benefits? Learn more about social security and how it fits into your retirement plan: [INSERT LINK]

Post on Facebook/LinkedIn

If you’re planning ahead for retirement, you’re already off to a great start! Don’t forget to consider how social security benefits might fit into your plan. Learn more about social security and how it applies to your financial situation: [INSERT LINK]

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