Social Security: Three Pitfalls to Avoid

Few Americans know the factors that determine their Social Security benefit amount, and 75% said they’d change financial professionals if theirs couldn’t help them maximize their benefits.*

Learn how to respond to three critical questions about Social Security benefits:

  • Timing: When should I file for benefits?
  • Work: Will my benefits be reduced if I continue to work?
  • Taxes: Will my benefits be taxed?

Date: Wednesday, February 15, 2023

Time: 4:00 p.m. ET / 1:00 p.m. PT

Filed with the CFP Board and CIMA for 1 credit hour of CE.

Featured Speaker:

Mike Lynch

Managing Director, Applied Insights
Hartford Funds

Hosted By:

Tom Barrett

Managing Director, Applied Insights
Hartford Funds

*The Nationwide Retirement Institute® 2022 Social Security Survey, nationwidefinancial.com, 7/22

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