FREE educational webinar

How to Maximize Your Social Security Benefits, Even If You’re Unsure Where to Start

Learn strategies to boost your Social Security income, avoid common mistakes, and take control of your retirement with confidence.

Date: October 30, 2024

Time: 7:00pm (EDT)

Where: Online (via Zoom)

during the webinar, you'll learn

What You'll Learn During This Webinar

  • Retirement Benefit Calculation

  • Planning Challenges

  • The Potential Cost of Planning Mistakes

  • 4 Common Decision Scenarios

  • COLA and Taxation of Benefits

  • Handling a Benefit Claim Mistake

By the end of this webinar, you will be able to understand:

The complexities of the system and why it’s crucial to make the right claiming decisions

The role Social Security plays in your overall retirement income.

The monetary consequences and benefits of claiming early versus delaying.

The key spousal decisions and benefits surrounding marriage, divorce, and death.

How your benefit is structured to help combat inflation but potentially adds to your tax

© 2025 Live Oak Financial Group. All Rights Reserved.

This information is not endorsed or approved by the Social Security Administration or any other Government Agency.

Maximizing Social Security is an educational program and is not intended to sell investment or insurance products, nor is it intended to provide tax or legal advice.

Consult with your tax advisor and/or legal counsel for suitability for your specific situation.

This presentation is not endorsed or approved by the Social Security Office or any other Government Agency.

Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid penalties or to promote, market, or recommend any tax plan or arrangement.

Hypothetical and/or actual historical returns contained in this presentation are for informational purposes only and are not intended to be an offer, solicitation, or recommendation. Rates of return are not guaranteed and are for illustrative purposes only.

Projected rates do not reflect the actual or expected performance within any example or financial product.

Any information provided may result in contact by an annuity/insurance agent.

All Social Security information was derived from ssa.gov