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June 4th, 2026 12:00-12:45pm (MST)

Overcoming the Insecurity Around Social Security

Join the Webinar

June 4th 12:00-12:45pm (MST)

Overcoming the Insecurity Around Social Security

Join us alongside Social Security expert Julia Fuentes, Financial Planning & Coaching Senior Specialist with Vanguard Financial Advisor Services, for a webinar designed to help you better understand how Social Security benefits work and the factors individuals commonly consider when making claiming decisions. Whether you are approaching retirement or already retired, Social Security is often a significant component of retirement income planning. This workshop is intended to provide general information to help you, and your family members feel more informed as you navigate Social Security and retirement‑related decisions.

What We Will Cover

  • Social Security Basics, including eligibility and an overview of items currently being discussed as potential “reform” considerations
  • When to Take Benefits, and common factors individuals evaluate when deciding when to claim
  • Case Studies to help illustrate concepts such as how the Social Security “earnings test” may apply in real‑world scenarios
  • Spousal Benefits, including how they are structured today and recent phaseouts of certain historical claiming strategies
  • Survivor Benefits and general eligibility considerations
  • Special Circumstances, including divorce and taxation of benefits
  • Social Security Fairness Act of 2025: repeal of Windfall Elimination Provision (WEP) & Government Pension Offset (GPO) 

IMPORTANT PARTICIPANT INFORMATION. The webinar you will be registering for will be hosted by Wells Fargo or an affiliate, but will be delivered on a third-party platform and may include invited non-affiliated guest speakers. Other participants will be able to see your name or image if you provide it when signing into the event. Please review our privacy and security policies: https://www.wellsfargo.com/privacy-security .

Event Link: https://wfafinet.zoom.us/j/91664103972?pwd=woglOXR10c3PtQM0y6y7peb2mrK9vK.1 

 

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If you have any questions or concerns please contact the sender of this invitation.