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Social Security: Relevance and Election Decision options
| Topic | minutes | |
| 1 | Introduction- Four Pillars of a Successful Retirement - Are You Ready? | 1.5 |
| 2 | Introduction- Our Commitment | 1.5 |
| 3 | Introduction- Workbook and Evaluation Form | 1.5 |
| 4 | Introduction- Are you prepared for one of the biggest transitions in your life? | 1.5 |
| 5 | Introduction- Do you have the time……the desire… …and most important, the knowledge……to build a financialstrategy for retirement? | 1.5 |
| 6 | Introduction-Four Pillars of a Successful Retirement (that is, four really important factors) |
1.5 |
| 7 | Introduction- Three Risks (also known as external factors over which you have little control) |
1.5 |
| 8 | Introduction- Inflation: Rising prices over time | 1.5 |
| 9 | Introduction- Inflation: Your money also loses purchasing power over time |
1.5 |
| 10 | Introduction- Why Inflation Really Matters | 1.5 |
| 11 | Introduction- Rising Costs of Health Care | 1.5 |
| 12 | Introduction- Long-Term Care | 1.5 |
| 13 | Introduction- Unpredictability of the Financial Markets | 1.5 |
| 14 | Introduction- Bear Market Retiree | 1.5 |
| 15 | Social Security | 1.5 |
| 16 | Income That Will Last a Lifetime | 1.5 |
| 17 | History Behind America’s Retirement Safety Net | 1.5 |
| 18 | Who Is Eligible for Social Security Benefits? | 1.5 |
| 19 | Your Social Security Statement | 1.5 |
| 20 | Understanding COLAs | 1.5 |
| 21 | When Can You Claim Social Security Retirement Benefits? | 1.5 |
| 22 | How Does Filing Early or Later Affect the Monthly Benefit? | 1.5 |
| 23 | How Claiming Age Affects Monthly and Annual Benefits | 1.5 |
| 24 | How Claiming Age Affects Lifetime Benefits | 1.5 |
| 25 | Spousal Benefit | 1.5 |
| 26 | How Claiming Age Affects the Spousal Benefit | 1.5 |
| 27 | How Filing for Early Benefits Could Reduce the Spousal Benefit | 1.5 |
| 28 | Excess Spousal Benefit Case Study | 1.5 |
| 29 | “Restricted Application” for Spousal Benefit | 1.5 |
| 30 | Restricted Application Case Study | 1.5 |
| 31 | Survivor Benefit | 1.5 |
| 32 | Switching from a Worker Benefit to a Survivor Benefit | 1.5 |
| 33 | Before you make a decision… | 1.5 |
| 34 | Maximizing Lifetime and Survivor Benefits | 1.5 |
| 35 | The Impact of Divorce | 1.5 |
| 36 | How to Receive Retroactive Benefits | 1.5 |
| 37 | “Do Over” or “Reset” Strategy | 1.5 |
| 38 | “Start, Stop, Restart” Strategy | 1.5 |
| 39 | Other Factors That Could Reduce Your Social Security Payments | 1.5 |
| 40 | A Percentage of Your Social Security Benefits Could Be Taxed | 1.5 |
| 41 | Retirement Earnings Test (RET) | 1.5 |
| 42 | Windfall Elimination Provision (WEP) | 1.5 |
| 43 | Government Pension Offset (GPO) | 1.5 |
| 44 | Medicare Premiums | 1.5 |
| 45 | 2019 Medicare Costs | 1.5 |
| 46 | When Should You Enroll in Medicare? | 1.5 |
| 47 | True or False? Social Security Misconceptions | 1.5 |
| 48 | Uncertain Future of America’s Retirement Safety Net | 1.5 |
| Total approximate time in minutes | 72 |