Video: Social Security Solvency & Filing Strategies

Recording Date:
May 17, 2023

In this video, Lance addresses Social Security solvency, and provides some context on how Social Security is funded and payments are made to individuals.  Additionally, he shares numerous filing strategies and considerations to weigh prior to filing for benefits.  Please feel free to share this video with your family or friends who may have concerns regarding Social Security or are nearing retirement.  If you have any questions or would like to discuss your options, please contact our office.

Presentation Speaker:

Lance C. Steiner, CFP®
Assistant Director of Financial Planning
Senior Financial Planner