Social Security: Unlock Its Potential
Date: Wednesday, June 17, 2026
Time: 12—1pm PT
Presenter: Michael Lynch, Managing Director of Applied Insights, Hartford Funds
Led by the Managing Director of Applied Insights at Hartford Funds, this educational session will explore key factors that can help you make the most of your Social Security benefits.
You’ll learn about:
- Timing: How filing early, at full retirement age or delaying benefits can affect monthly income
- Work: What to know about working while receiving benefits and how earnings may impact what you receive
- Taxes: How benefits may be taxed based on your combined incom
- Awareness: How individual, spousal and survivor benefits could change what you are entitled to
Registered address: 1011 Sunset Blvd, Rocklin, CA 95765 | 855.744.8585
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Technology Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
