⚠️ Claiming Social Security at the wrong age may reduce your benefit by up to 77%!
Learn when your benefits may begin and how the age at which you apply affects the amount you receive
Maximize Your
Learn strategies to help secure over $100,000 in additional benefits throughout retirement
One of the most important decisions you'll make before retirement is when and how to claim Social Security benefits which could mean a difference of over $100,000 in lifetime income.
Learn when your benefits may begin and how the age at which you apply affects the amount you receive
Discover important filing strategies to consider before deciding to apply for benefits
How to potentially minimize the taxes you pay on your Social Security benefits
When it makes sense to delay benefits and when it does not
Learn the key Social Security and Medicare regulations and how they may apply to you.
How will the SECURE Act Legislation impact your retirement planning?
What to do if you have other income from pensions or IRAs
Can you fix your Social Security election if you made a mistake?
How your decisions affect spousal and survivor benefits
This workshop is free to attend, but pre-registration is required due
to high demand.





At Retirement Income Solutions, everything we do starts with one belief: your retirement deserves thoughtful coordination, not one size fits all advice.
We are an independent, full service financial firm focused exclusively on retirement planning. That focus matters. It allows us to look at your entire picture and help you make decisions that work together, not in silos.
Independence is important to us because it means our loyalty is to you. We are not tied to any single company, product, or agenda. Our role is to help you evaluate options objectively and build a plan that aligns with your goals, your values, and your stage of life.
Our clients value clarity, honesty, and experience. They want to understand their options, not feel pressured into decisions. That is the environment we have intentionally built and why so many people trust us to guide them through one of the most important transitions of their lives.
Retirement planning is not about chasing returns or reacting to headlines. It is about building confidence through coordination, education, and a plan you can rely on.
That is what we do. And that is why this conversation matters.

Important Disclaimer: The information provided herein is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, investments, investment strategies, or investment advice relating to securities, nor is the information a representation that any security is a suitable or appropriate investment for any person. In addition, please consider the appropriateness of the advice having regard to your own objectives, financial situation, and needs. This presentation does not constitute legal or tax advice. Participants should not act or refrain from acting based on the content of this presentation without seeking appropriate professional advice specific to their individual situation. All investment returns are hypothetical, and where quoted, past performance is not indicative of future performance. Sound Income Strategies, LLC does not create this document nor represent or warrant that the contents of this document are suitable for you from a compliance, regulatory, legal or any other perspective. We shall have no responsibility for your use or non-use of the document or any portion thereof. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Retirement Income Solutions and Sound Income Strategies, LLC are not associated entities. Retirement Income Solutions is a franchisee of Retirement Income Source®. Retirement Income Source® and Sound Income Strategies LLC are associated entities.
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