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Social Security & Retirement Income Planning Webinar

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About This Webinar

Recent rule changes to Social Security have complicated the retirement decisions facing today's next generation of retirees. New rules, a changing tax and interest rate environment, and stock market volatility make getting the most from Social Security even more important. That's why we do what we do!

We will discuss:

  • Six changes affecting Social Security in 2026.
  • Simple ways to increase your Social Security benefits.
  • Who is impacted most by the recent rule changes to Social Security.
  • How you may be able to mitigate taxes on your Social Security.
  • File for Social Security benefits early or delay? What's better for you?
  • Common mistakes that routinely cost many retirees thousands in lifetime SS benefits.
  • Why the stock market could influence your Social Security decision.
About your presenter, Tom Hajny

About your presenter, Tom Hajny

Thomas P. Hajny brings over 35 years of experience in financial services, specializing in retirement planning and client education. A Certified Financial Planner™ professional, he also holds CLU®, ChFC®, and RICP® designations.

Tom is known for helping retirees navigate Social Security and maximize their benefits through clear, practical guidance. He regularly leads workshops and seminars, emphasizing thoughtful planning and informed decision-making. His experience and passion for education help clients approach their financial future with confidence.

Will the webinar provide specific investment advice?

The webinar will not provide personalized financial advice. This webinar in particular focuses on how to potentially mitigate taxes through the use of strategic planning. While investments are a financial planning tool, this webinar will not be investment-specific. 

What if I have a question specific to my own retirement situation?

While the webinar won't be able to address every individual circumstance, there will be a dedicated Q&A session where you can ask general questions pertaining to the topics covered. Additionally, you may be directed to resources or encouraged to seek personal guidance from a financial advisor. 

How much does the webinar cost?

There is not a cost associated with this webinar, but spots are limited.

How long is this webinar? 

Despite providing a lot of information, Tom keeps his webinars timely - you likely won't go past 45 minutes!

Put Your Knowledge Into Action

Knowledge is the first step. The next step is personalizing the knowledge to your own financial situation.

We want to give you an opportunity to develop an individual plan, ask quesitons unique to your financial journey, and make changes to help maximize your retirement income. Get coaching to help optimize your Social Security strategies with thoughtful distribution of other assets with the goal of minimizing tax consequences in a complimentary 1:1 appointment. 

We want to help you on your path to financial confidence!

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Not endorsed by, or affiliated with, the Social Security Administration or any other government agency. For specific tax planning advice or services, please consult a qualified tax advisor or CPA.