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Social Security in 2027: Navigating COLA, Claiming Strategies & Client Conversations

Wednesday, November 18, 2026 @ 1:00 PM ET · 60 min

Social Security is the cornerstone of retirement income for most Americans, making it essential for financial professionals to stay current on annual changes and their impact on retirement planning. Join us as we review the key Social Security figures and developments for 2027, including:

  • Updates to COLA and the taxable wage maximum
  • Details on claiming ages, spousal and survivor benefits, taxation and retirement income planning strategies
  • An overview of the Social Security Fairness Act, new senior deduction, overpayment policies, and the 2026 Trustees Report outlook
  • Approved for one CFP® and one IAR continuing education credit

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* Attendees must join the live session for at least 50 minutes to receive the CFP and/or IAR continuing education credit.

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