This informative and engaging virtual webinar is hosted by our professionals, Lori Kirk and Mark Kelly. Our exclusive session is designed to help you maximize your Social Security benefits and stay informed on the latest tax law changes that could directly impact you, your retirement planning, and your family’s financial future.

Whether you're nearing retirement or simply planning ahead, our team will break down complex topics into clear, actionable guidance. You’ll gain insights on:

• Strategies to optimize your Social Security benefits
• Recent and upcoming tax law changes you need to be aware of
• How these changes can affect your income, retirement plans, and legacy
• Tips for aligning Social Security decisions with your broader financial goals