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Three Trees

Retirement Partners

Retirement planning consultation with Ann Arbor financial advisor

Free Social Security & Retirement Planning Seminar

Learn the strategies that could add thousands to your lifetime Social Security benefits.

When to claim Social Security for maximum lifetime benefit

How spousal and survivor benefits work 

Tax implications of Social Security income

Strategies for divorced individuals and widows

How to coordinate Social Security with other retirement income

Social Security Filing Strategies: Common Mistakes & How to Avoid Them

Join us for a free educational seminar where you'll learn:

This is a no-cost educational workshop. No products will be sold.

What You'll Learn at This Seminar

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Discover when to claim Social Security based on your specific situation—and why waiting isn't always the best answer.

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Optimal Filing Age

Learn how married couples can coordinate benefits to maximize household income over both lifetimes.

Spousal Strategies
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Understand how Social Security income is taxed and strategies to minimize your tax burden in retirement.

Tax Planning
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Avoid the filing errors that cost retirees tens of thousands of dollars.

Common Mistakes
Financial advisor meeting with retirement planning clients discussing Social Security benefits

Who Should Attend?

This seminar is designed for:

  • Adults ages 55-75 planning their Social Security filing decision

  • Couples wanting to coordinate spousal benefits

  • Divorced individuals unsure about ex-spouse benefits

  • Widows and widowers navigating survivor benefits

  • Anyone who hasn't filed for Social Security yet

Even if you're already retired, if you haven't filed for Social Security, this seminar can help you make an informed decision.

Upcoming Free Seminars

Seating is limited - Register today to secure your spot.

Tuesday, November 11, 2025

6:00 PM - 7:00PM

Washtenaw Community College

Morris Lawrence Building

GL 202

4800 E Huron River Dr, Ann Arbor, MI 48105

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Thursday November 13, 2025

6:00 PM - 7:00PM

Washtenaw Community College

Morris Lawrence Building

GL 202

4800 E Huron River Dr, Ann Arbor, MI 48105

Frequently asked questions

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