2 Results
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frankieleon (flickr) (CC BY 2.0)
Navigating Social Security with Confidence - ONLINEEnrichmentThe main objective of this course is to educate you on the many facets of Social Security in order to guide you to and through a successful retirement. Learn about the complexities of the system and why it’s crucial to make the right claiming decisions, the role Social Security plays in your overall retirement income, the consequences and benefits of claiming early versus delaying, the key spousal decisions and benefits surrounding major life events and potential tax liabilities from Social Security in retirement.Fall 2026 -
Ways to Design Your Retirement - ONLINEEnrichmentBy attending this virtual educational event, you can learn more about the potential risks and principles that can guide you to and through a successful retirement. You will also discover how taxes can impact your retirement and what you can do to navigate, understand how to help protect income in retirement, identify 5 risks retirees will face , and learn potential strategies to cover long-term care costs without expensive annual premiums.Fall 2026