Social Security Optimization With Andrew Whalen

About this webinar

Social Security is the single largest financial decision most retirees will ever make, and it's permanent. Get it right and you could add $500,000 or more in lifetime income. Get it wrong, and you leave that money on the table forever. In 30 focused minutes, Andrew Whalen walks through the framework he uses with clients to make this decision with confidence, followed by live Q&A where he'll answer your questions personally.

What you'll learn

Walk away knowing how to evaluate your own situation, not just rules of thumb. You'll learn:
  • The exact math behind your benefit, and why waiting can be worth $500,000+ over a lifetime
  • How married couples can coordinate claiming to protect the surviving spouse for decades
  • The 8 costliest mistakes retirees make, and how to sidestep every one

Your Presenter

Andrew Whalen
CEO
Whalen Financial
  • Andrew Whalen
    CEO
    Whalen Financial