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Social Security: One Size Does Not Fit All

A front porch with three different sizes of boots on the door mat.

Social Security is an important part of many people’s retirement plans. But that may be where the similarities stop. How and when you file depend on your goals for your benefit, your financial situation and what kind of filer you are. Now learn the important considerations for deciding how to claim this lifetime benefit.

Make Social Security Fit You

Hear financial consultants Chris Goodwin and Sarah Pedersen as they walk through different scenarios for claiming, filing early or late, working while claiming and more. They'll review the important details to think about before you file, whether retirement is close or you have a ways to go. It's never too early to have a plan for Social Security.

Get the Session Guide

Download our Social Security event guide as a reference for your plan. It contains the details covered in the presentation and extra resources for you.

Knowing when and how to claim Social Security can feel complicated. A financial consultant is here to help.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.

Please consult your tax advisor for more detailed information or for advice regarding your individual situation.