Class Enrollment

Financial Impact of Social Security Decisions 

About the Workshop

The Social Security benefit workshop is focused on making employees aware of the “how this decision can affect their retirement income”.

While Social Security can be confusing and difficult to interpret, this class breaks down complex concepts into easy to understand language.  In addition, you will be given the opportunity to have an Analysis run of your own specific situation following the program.

Ideal Candidates

The employees who typically benefit the most are those within 6 years of retirement.  Those closest to retirement will find this information relevant.

Following the Workshop

Carrier Financial Services gives each employee an opportunity to meet to review their specific situation and develop a personalized Social Security Benefit Analysis together.  This analysis helps to demonstrate the value of Social Security benefits and identify key strategies to maximize those benefits.