Now Available:

Social Security: 3 Ways Clients Can Maximize Their Benefits

Eighty-nine percent of Americans are at least somewhat confident in their Social Security knowledge. Yet only 6% of know all the factors that determine their maximum benefit.*

There are three simple ways you can help bridge that gap without being an expert.

Join us and learn how to answer these common questions:

  • Timing: When should I file for Social Security benefits?
  • Work: If I file and continue to work, are my benefits affected?
  • Taxes: Will I pay taxes on my Social Security benefits?

Featured Speaker:

Mike Lynch

Managing Director, Applied Insights
Hartford Funds

Hosted By:

Tom Barrett

Managing Director, Applied Insights
Hartford Funds

* The Nationwide Retirement Institute® Social Security Survey, 6/21

The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

© Copyright 2022 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value



227269