Are you approaching age 62 or 65? Wondering when and how to claim Social Security in a way that supports your long-term financial goals? Our webinar on Social Security and Retirement is designed to help you make informed decisions about one of the most important retirement benefits you’ll receive.

Who should watch this webinar:

Anyone approaching retirement age—especially those between 60 and 67—who wants to better understand how to time and optimize their Social Security benefits.

Planning for retirement involves more than just saving—it requires making smart, informed decisions at every stage, especially when it comes to Social Security. This webinar seeks to provide you with clarity on when to claim benefits, how cost-of-living adjustments (COLA) work, and how your choices can impact your long-term financial security.

At ProVise Management Group, we help clients navigate these decisions every day, integrating Social Security strategies into personalized retirement plans designed to maximize income, minimize taxes, and provide confidence for the years ahead. Whether retirement is just around the corner or still a few years away, this session will equip you with the knowledge to make the most of what you’ve earned.