The Untapped Potential of Social Security: Claiming Strategies for Couples

Social Security spousal and survivor benefits are among the most misunderstood—and underutilized—parts of the program. Educating clients about claiming strategies empowers you to deliver more personalized, holistic guidance—building trust and setting your practice apart.

Learn how to help clients:

  • Boost household income by aligning benefits for married couples
  • Enhance survivor benefits through thoughtful timing decisions
  • Uncover opportunities for divorced clients eligible through an ex-spouse’s record

Date: Tuesday, August 5, 2025

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

Accepted by the CFP Board and CIMA® for 1 credit hour of CE.

Featured Speaker:

Mike Lynch

Managing Director, Applied Insights
Hartford Funds

Hosted By:

Bill McManus

VP, Managing Director, Applied Insights
Hartford Funds

Hartford Funds Distributors, LLC, Member FINRA is the provider of CE Credits. CE credit is only available to registered attendees of the live event and does not apply to viewers of the replay content.

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 Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.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.

© 2025 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value



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