Webinar

Hot Topic Webinar: Social Security: Understanding & Maximizing Your Benefits

Date/Time: Wednesday, November 19, 2025, from 12 – 1 pm CST

Social Security remains one of the most important parts of retirement planning.

In this live session, Jon Meyer will discuss how to make the most of your benefits. You’ll learn practical strategies to help you make informed decisions about when and how to claim benefits, and how those choices fit into your broader financial picture.

Join us on November 19, for actionable guidance designed to help you make the most of your Social Security income.

What You’ll Learn

  • How to evaluate the right time to begin claiming benefits
  • Key considerations for married couples, divorcees, and surviving spouses
  • How the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) affects public sector employees and others
  • How working in retirement impacts your benefit amount
  • Ways to integrate Social Security with your overall retirement income plan

Who Should Attend

This webinar is designed for couples and individuals who:

  • Want an understanding of how Social Security fits into their retirement strategy
  • Are deciding when to begin claiming benefits and want to understand the factors that affect them
  • May be impacted by circumstances such as marriage, divorce, survivor benefits, or the repeal of WEP and GPO

Presenters:

Jon T. Meyer, CFP®

Principal, President, BGM Wealth Management Group

This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting in a one-on-one context where all the facts of your situation can be considered in their entirety. Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information from outside resources has been deemed to be reliable but has not necessarily been verified. Each individual has unique circumstances to which this information may or may not be relevant. Under no circumstances will this information constitute an offer to buy or sell and it does not indicate strategy suitability for any particular investor. Past performance is not indicative of future results.

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.