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Secure Your Retirement

Transforming Social Security Into a Winning Retirement Strategy

When should I start collecting social security benefits?

It depends on your personal situation. 

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 also learn:

  • Why it is important for you to be checking your social security statement every year
  • How to calculate your full retirement age
  • 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 Retirement Plan Services for Businesses.

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Meet the Presenters:

Jennifer Taboada, Head of Social Security Consulting at Blackrock

Jen serves as a national specialist on the topic of social security. She has been in the financial services industry for over 10 years, and is responsible for creating, implementing, and presenting a broad array of financial planning topics for investment management and financial advisory practices. 

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Josh Kopec, AIF®, CPFA
Retirement Plan Services Leader
connor & gallagher Onesource

Josh works with retirement plan sponsors to define their retirement plan goals, choose the optimal plan design to reach those goals, and educate plan participants. Josh takes great pride in helping business owners and plan sponsors meet their fiduciary obligation by providing a cost-effective and compliant retirement plan benefit for their employees.

Recorded: August 8, 2017

Duration: 50 minutes