Maximize Your Social Security: Strategies to Get the Most From Your Benefits
Watch this webinar with Michael Carson, Chief Operating Officer and Senior Financial Advisor at the Hurlow Wealth Management Group to learn how to maximize your Social Security retirement income on Monday, April 20th starting at 12:00pm with an online Zoom Webinar. Michael will cover key strategies including choosing your optimal claiming age, maximizing spousal benefits, and knowing how your income affects when and how you file.
Agenda:
1. Welcome & Introduction (5 minutes)
- Welcome attendees and housekeeping items
- Brief overview of the webinar purpose
- Introduction of topic: maximizing Social Security benefits
- Explanation of how to submit questions via Zoom chat
2. Presentation of Material (30 minutes)
- Overview of Social Security benefits
- Key strategies to help participants maximize their benefits
- Common considerations and decision points
- Practical insights participants can apply to their own situation
3. Live Q&A Session (10 minutes)
- Address questions submitted through the Zoom chat
- Clarify key points from the presentation
- Closing remarks and next steps
Speaker: Michael Carson, Chief Operating Officer, Senior Financial Advisor | Hurlow Wealth Management
Michael Carson, CFP®, CIMA®, CRPS® is the Chief Operating Officer and a Senior Financial Advisor with extensive experience helping clients navigate complex financial decisions. He holds a Bachelor of Science in Entrepreneurship & Corporate Innovation from Indiana University’s Kelley School of Business. Mike earned the CERTIFIED FINANCIAL PLANNER® designation in 2013, the Certified Investment Management Analyst® designation in 2014, and the Chartered Retirement Plan Specialist® designation in 2012, along with his Series 66 license.
Deeply committed to both professional excellence and community involvement, Mike has served as past President of the Estate Planning Council of Indianapolis and currently serves on the Board and Investment Committee for Junior Achievement of Central Indiana. He is an active member of the National Association for Personal Financial Advisors (NAPFA), the Investments & Wealth Institute, and the Professional Advisors Council for Riley Children’s Foundation.
Hurlow Wealth Management Group, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Hurlow Wealth Management Group, Inc. and its representatives are properly licensed or exempt from licensure.
This is a Chamber member educational opportunity. You are eligible to participate in this educational opportunity because of your relationship with The Greater Bloomington Chamber of Commerce. This is part of the Chamber’s educational outreach program, where members can share their knowledge and resources to support fellow Chamber members. To learn more about submitting an educational opportunity, contact the Chamber at 812.336.6381.
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