How the timing of claiming your benefit impacts the income you'll receive
The key survivorship income decisions that impact married couples
A framework for handling the five most common risks in retirement

This isn't a sales pitch dressed up as education. It's a straight walkthrough of the key decisions every pre-retiree has to make — and the numbers behind them, updated for 2026.




Chris has been a trusted Financial Advisor since 2008. He works closely with his clients to identify their version of financial freedom and focuses on strategies which can help make those financial goals a reality. With the combined support and expertise of his team, Chris helps find the right solutions for personal, family, and business needs.
Chris has received multiple awards and accolades throughout his career with a number of different insurance and investment companies. He has passed many different insurance and investment exams, and is licensed in many different states. He attributes his success to his commitment to provide clients with the best possible financial knowledge and advice by staying at the forefront of the industry through continuing education courses and seminars.
Retirement planning expert
Over 18 years of planning experience
Expert in Social Security & income strategies

Our free Social Security Seminar is for people who:
When you have a question, chances are someone else has too. Here are the answers to the most common questions about our Social Security Seminar.
About 45 minutes. You can pause and come back — the link stays available to you.
No. This is independent educational content. It is not affiliated with, endorsed by, or authorized by the Social Security Administration, Medicare, or any government agency.
The session teaches how Social Security and related retirement decisions work. Insurance products may be discussed as ways to address certain retirement risks. If you'd like a personal review afterward, you can request one — but nothing is required, and nobody will pressure you.
No. If you decide later that you'd like a personalized review, having your Social Security statement handy is helpful — but it's not needed to watch the session.
Many of the rules — especially around survivor benefits, Medicare, and the taxation of benefits — still apply. But this session is most valuable for people who haven't claimed yet and still have decisions to make.
Yes. The session is educational and there's no cost to watch. At the end, there's an optional offer to have your own Social Security numbers reviewed — but watching comes with no obligation.
At Aerial Financial Partners, we are committed to providing insightful financial content designed to help you make informed decisions about your financial future. The information contained in this material is developed from sources believed to be reliable and accurate. However, it is important to note that financial situations vary from person to person, and the content provided should not be interpreted as personalized tax or legal advice. Before making any financial decisions, we strongly encourage you to consult with qualified professionals, such as tax advisors or legal experts, who can provide guidance tailored to your unique circumstances. Aerial Financial Partners does not provide tax or legal services, but we work closely with experienced professionals to ensure our clients have access to the expertise they need. Our goal is to equip you with the knowledge and resources necessary to navigate your financial journey with confidence. If you have any questions or need assistance with financial planning, we invite you to reach out to us for further guidance. Content on this site is for educational purposes only and should not be interpretted as legal, tax or financial advice.
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