SOCIAL SECURITY INSOLVENCY: 2026 THIRD-QUARTER UPDATE
Social Security's fast-approaching insolvency is once again capturing the attention of news media across the nation. As pundits weigh in on the potential impact of benefit cuts, and as experts dissect the problem's root causes, America's seniors are deluged with...
Working and Receiving Benefits- Returning to Work While Receiving Disability (SSDI) Benefits
Session 2 of the webinar series, Social Security: Working and Receiving Benefits — What Retirement and Disability (SSDI) Recipients Need to Know. If you are receiving disability benefits and are ready to return to work, watch this webinar before starting....
Working and Receiving Benefits- Understanding SSA Earnings Test as Applied to Retirement Benefits
Session 1 of the two-part webinar series, Social Security: Working and Receiving Benefits — What Retirement and Disability (SSDI) Recipients Need to Know. Content defines SSA Earnings Test as it applies to retirement benefits. Learn about annual versus monthly earnings...
Medicare Pitfalls: Understanding IRMAA- How Income Can Impact Your Medicare Premiums
Session 2 of the webinar series, Medicare Pitfalls- HSA, IRMAA, and Timing Your Enrollment. Medicare Part B and Part D premiums can increase based on your Modified Adjusted Gross Income. Learn what triggers an increase, how to avoid increase triggers,...
Medicare Pitfalls: Medicare and Health Savings Accounts Don't Mix- How to Prepare for Medicare Enrollment Without Tax Penalties
If you’re getting ready to enroll in Medicare and either you or your employer is contributing to a health savings account (HSA), this session is for you! Discover practical ways to navigate Medicare and Social Security enrollment and keep your...
FILING FOR SOCIAL SECURITY? HERE’S HOW TO GET STARTED
You made the decision to apply for your Social Security retirement benefits. Do you know where to start? Do you know what you will need to provide to the Social Security Administration? In this webinar, we walk you through the...
Using Your my Social Security Account: Live Help with Online Tools and Resources
This webinar is designed to help better understand and confidently navigate your my Social Security account. Whether you already have an account or need help getting started, this session will provide clear, practical guidance on using Social Security’s online tools...
Social Security Survivor Benefits: What Spouses and Families Need to Know
Losing a loved one is overwhelming — and navigating Social Security shouldn't add to the burden. In this webinar learn exactly who qualifies for survivor benefits, how much your family could receive, and the filing strategies that can help you...
Social Security Spousal Benefits: Part 2 of 2 - Advanced Strategies for Multiple Marriages, Divorce, Remarriage
Session 2 of the webinar series, Social Security Spousal Benefits: What Living Spouses May Be Missing - A Two-Part Series On How Spousal Benefits Work And How To Maximize Them. Learn how to map your claiming strategy if you have...
Social Security Spousal Benefits: Part 1 of 2 - What Living Spouses May Be Missing
Discover if you are eligible for a SS spousal benefit, how to determine your benefit amount, and factors affecting payment amount. Includes information for current and former (divorced) spouses.