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Transforming Social Security Into a Winning Retirement Strategy

Webinar Recording

When should I start collecting social security benefits?

Most people don't know much about social security, let alone when to start taking their benefits. In this webinar replay we review some of the social security basics, how to take your benefits as an individual, how to take them as a couple, and the strategies you can employ to maximize your benefits. 

Watch this insightful on-demand webinar to learn:

  • The cost of collecting early
  • The benefits of collecting late
  • Individual and spousal benefits and strategies
  • Survivor benefits
  • Divorced spouse benefits
  • Taxation of social security benefits
  • And more!


About Connor & Gallagher OneSource's Financial Planning & Wealth Management Service


This material is provided for educational purposes only and does not constitute investment advice. The information contained herein is based on current tax laws, which may change in the future. Connor & Gallagher OneSource (CGO) & BlackRock cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. The information provided in these materials does not constitute any legal, tax or accounting advice. Please consult with a qualified professional for this type of advice.

Michael Graci

Meet the Presenters:

Michael Graci, Social Security Expert at Blackrock

Michael Graci is a Director of Investment and Retirement Education for BlackRock with responsibilities for the development and delivery of practice management, wealth management programs and a nationally recognized speaker.

He has been in the financial services industry for more than 30 years. and offers extensive expertise in all aspects of financial planning and retirement benefits.

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Scott Krase, Financial Planning Consultant at
connor & gallagher Onesource

Scott utilizes a holistic approach to investment management and retirement planning. This allows him to eliminate potential conflicts of interest that may arise when a firm or advisor is owned by a parent company or who offers proprietary, product-based investment solutions. Scott provides objective, unbiased financial guidance based strictly on the needs, values, objectives, and goals of each client.

Recorded: October 19, 2021

Duration: 45 minutes