Social Security: 3 Costly Mistakes to Avoid

Four in 5 Americans don’t know how to maximize their benefits and would consider switching financial professionals if theirs couldn’t help them do it.*

We’ll cover the three key factors that impact benefits:

  • Timing: What’s the best age to file?
  • Work: How does working affect benefits?
  • Taxes: How will benefits be taxed under current rules?

Date: Tuesday, March 3, 2026

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

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

*Nationwide Retirement Institute + The Harris Poll Social Security Survey, 8/25

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.

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