Speaker: Brian Rosso, Director of Operations, Wealth Adviser

In this webinar, Brian Rosso breaks down Social Security in clear, practical terms—so claiming doesn’t feel like guesswork. Learn how benefits are calculated, what really changes when you claim early vs. delay, and why the “right” strategy depends on your health, income needs, work plans, and overall retirement picture. The session also covers key planning considerations for couples, including spousal and survivor benefits, plus important rules for those who are widowed or divorced. Brian ties it all together by showing how Social Security fits into a broader retirement income plan alongside IRAs, 401(k)s, pensions, and required minimum distributions—helping you make a more confident, informed claiming decision.

Register for the Noon Webinar

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