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Understanding Your Social Security Benefits

Webinar Summary

Catholic United Financial is partnering with the Social Security Administration to offer our members this informational webinar on social security benefits.

One of the most important decisions you need to make before you retire is when to claim Social Security benefits. Many retirees apply for Social Security before reaching full retirement age, in doing so they can permanently reduce the benefits that they can receive over a lifetime. There are many factors to consider when making this important decision. If you are single, married, divorced, or widowed this session will help you make that personal decision.

This webinar will provide details not only on the retirement program but will cover the filing strategy options when it comes to spouses, divorced spouses and widow(ers) benefits. We will talk about the key factors to consider when determining the right time for you to file, how you can work and collect benefits and how easy it is to file an online application.

We will also conduct an overview of the Medicare program. When should you file for Medicare? Do you need Medicare if you are working and covered under your employer health plan? What forms do you need if you work and enroll after age 65? These and many other questions will be answered in this session. (Attendees are highly encouraged to create a “my Social Security” account prior to watching the webinar.)

The information in this presentation is based on our understanding of the laws and regulations currently in effect. Catholic United Financial is not permitted to provide legal or tax advice.
Consult your personal legal or tax advisor with questions about your specific situation.