Whether you're a Baby Boomer preparing to claim benefits or a member of Generation X concerned about the future of Social Security, this webinar is designed for you.

Join us as we explore the significant generational shift in how Americans view and rely on Social Security. For many Baby Boomers, it has served as a valuable supplement to retirement income. For Gen X, it is increasingly becoming a foundational pillar — bringing new expectations, heightened risks, and important questions about long-term sustainability.

In this practical session, we’ll address the Trust Gap many feel today, shaped by lived experiences with failed institutions, market crashes, and mid-game rule changes such as shifting retirement ages and tax provisions. We’ll also examine why fear-based messaging around “Social Security may not be there” can lead to rushed or suboptimal claiming decisions.

You’ll gain clear, actionable insights on:

• How Social Security eligibility works — from the 10 years (40 credits) needed for basic eligibility to the 35-year work history that maximizes your benefit
• Why building autonomy and control over your retirement income is more important than ever
• Key family benefits, including spousal, divorced spouse, and survivor benefits (plus a note on dependent child eligibility)

This session emphasizes the power of informed, proactive decision-making, helping attendees move from uncertainty to confidence regardless of their generation.

Whether you're a Boomer finalizing your claiming strategy or a Gen Xer planning ahead, you’ll leave with a stronger understanding of the system and practical steps toward greater retirement autonomy.

We’ll wrap up with a recap and live Q&A, followed by a smooth transition into the next session on strategic claiming decisions.

Who Should Attend: Baby Boomers, Generation X professionals, pre-retirees, financial advisors, and anyone who wants to take greater control of their Social Security and retirement income strategy.

Duration: Approximately 45–60 minutes + Q&A