Social Security and You

TRA [The Retirement Advantage]

Social Security represents 24% of the Federal budget and approximately 60 million Americans receive benefits. To say it is a big program is an understatement. And, understanding Social Security is crucial to all those who will soon need to claim those benefits. Attend this seminar to learn about Social Security, its history, the different types of benefits, and what you need to know about executing a Social Security planning strategy.

Learning Objectives:

• Understanding of the various types of social security benefits
• Awareness of how the program operates and its funding
• Understanding the taxation rules of social security benefit
• Knowledge of benefit eligibility and calculation

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