Social Security plays a major role in retirement planning, but understanding when to claim, how much you might receive, and what options apply to your situation can feel overwhelming.

Join us for an informative session where Compass Advisors and Joe Massicotte of Franklin Templeton will walk through the key concepts and strategies outlined in our presentation, Navigating Social Security. You’ll get practical insights you can use as you plan for the years ahead.

During this seminar, we’ll cover:

• Social Security fundamentals and how your benefits are calculated
• Claiming strategies and how timing may impact your benefit amount
• Special rules for married, widowed, and divorced individuals
• Survivor benefits and strategies to support a spouse in the future
• How Social Security benefits may be taxed
• Options for pausing, adjusting, or revisiting benefits if your situation changes
• A helpful overview of Medicare essentials

Whether you’re nearing retirement or simply planning ahead, this seminar will help you understand your options and feel more confident about the choices in front of you.

Lunch will be provided for those who register for the in-person event, so please register for yourself and anyone you plan to bring!

Can't make it in-person? No problem! RSVP for our virtual presentation to watch via Zoom and get the recording post seminar.

Joe Massicotte and Franklin Templeton are not affiliated with or endorsed by LPL Financial and Compass Financial Services.