Broker Check
09 Sept
Social Security Optimization: Educational Webinar (09/09/26 @ 5:15pm)

Description

Social Security Optimization: Educational Webinar

Social Security is one of the most important retirement income decisions you will make, yet many people claim benefits without understanding all of their available options. Join Tack Advisors and BlackRock for an educational webinar focused on helping you make more informed claiming decisions and better integrate Social Security into your overall retirement strategy.

During this webinar, we'll discuss:

• Why Social Security planning should be a foundation of your retirement income plan
• A practical 4-point checklist to help evaluate your claiming strategy
• Key Social Security rules and claiming considerations
• Strategies for married couples, divorced individuals, and surviving spouses
• How spousal and survivor benefits can impact lifetime retirement income
• Common mistakes that can reduce benefits unnecessarily
• Real-world case studies illustrating different claiming approaches
• Recent updates and potential impacts of the Social Security Fairness Act

Whether you're approaching retirement, already claiming benefits, or helping a family member navigate Social Security decisions, this session will provide practical education and actionable insights to help you better understand your options.

Featured Speaker:
Chad Dziedzic, Director – Market Leader, BlackRock

Who Should Attend:
Pre-retirees, retirees, married couples, divorced individuals, and anyone seeking a deeper understanding of Social Security and retirement income planning.

Date and Time

Wed, Sep 09, 2026

5:15p - 6:15p CST

Location

Microsoft Teams

Note

09/09/26 @ 5:15pm: https://teams.microsoft.com/meet/26630408862548?p=pKxwocixM63vhkQkTq 09/10/26 @ 10:00am: https://teams.microsoft.com/meet/23135638745741?p=M4MeFgAePsr9boo9pi

PT1H

Event Registration

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