Maximizing Social Security

Claim With Confidence, Keep More for Life

A free educational webinar that shows you how to time your claim, avoid costly mistakes, and fit Social Security into a smarter retirement income plan.


If you’re within 5–7 years of retirement (or already collecting), this session could be worth thousands over your lifetime!

Spaces are limited. Registrants will receive the replay.

HERE’S WHAT YOU’LL DISCOVER INSIDE

What You’ll Gain From This Webinar

Understand the factors that determine when to file (62, FRA, or 70?), and why “earlier” or “wait” isn’t one-size-fits-all.

See how your work history, earnings, and taxes impact your benefit, and what to do to reduce unpleasant surprises.

 

Learn the rules around spousal, survivor, and divorced-spouse benefits so you don’t leave money on the table.

Discover how Social Security fits inside a complete retirement income plan alongside pensions, IRAs/401(k)s, and annuities.

WHO SHOULD ATTEND THIS SESSION

Is This Webinar Right for You?

Your filing choice can significantly impact your lifetime income, taxes, and overall retirement confidence. Understanding the rules, trade-offs, and timing frameworks helps you avoid common mistakes. You’re in the right place if you want to make a smart, well-informed Social Security decision, not a guess!

THIS SESSION IS IDEAL FOR:

  • Pre-retirees (55–70) weighing 62 vs. FRA vs. 70

  • Married couples curious about spousal and survivor rules

  • Divorced or widowed individuals exploring potential eligibility

  • Those already collecting who want to understand taxes and earnings-test basics

  • Anyone who wants Social Security to fit within a broader income plan

WHY IT MATTERS:

Your filing choice shapes lifetime income, taxes, and peace of mind. Knowing the rules and trade-offs helps you avoid costly mistakes and feel confident about your next step.

WHAT YOU’LL GET: 

Plain-English frameworks, checklists, and the right questions to ask—so you can apply the concepts to your situation after the webinar.

 

This webinar is for educational purposes only and is not individualized advice. Want personal guidance after the webinar? Schedule a complimentary Social Security Strategy call with Caidyn Taylor (in-person or virtual) to review your options and next steps.

BONUSES

As a Bonus for Joining Us for the Webinar, 

You'll Receive

Keep the momentum going!

 

Book your complimentary Social Security Strategy call (in-person or virtual) and get practical resources that clarify the rules, help you avoid common mistakes, and prepare smarter questions.

01

Social Security Claiming Checklist (PDF)

(Value $99)

A one-page pre-call guide to gathering SSA estimates, earnings history, and spousal/survivor eligibility details. Perfect for ensuring your session is focused, efficient, and productive.

02

Spousal & Survivor Benefits Quick Reference

(Value $99)

A plain-English cheat sheet covering eligibility, reductions, and coordination tips for married, widowed, and divorced situations. No jargon, just what matters.

 

03

Earnings Test & Taxability Mini-Guide

(Value $149)

Understand how working while collecting can affect benefits and how Social Security is taxed. Includes simple examples and a pre-meeting “questions to ask” list.

Ready to learn the rules and avoid costly missteps?

MEET YOUR HOST

Caidyn Taylor

Hosted by Caidyn Taylor, a retirement income planning educator at Copia Wealth Management & Insurance Services. 

 

Caidyn excels at turning complex Social Security rules into clear, actionable steps and shows how benefits coordinate with pensions, IRAs/401(k)s, and guaranteed income solutions. Caidyn’s knowledge and experience in providing personalized financial strategies, means you can stop guessing and move forward with confidence.

MEET COPIA FOUNDER & CEO

Elisabeth Dawson

Elisabeth Dawson is the Founder and CEO of Copia Wealth Management & Insurance Services and a long-time leader in retirement income planning. She’s spent decades helping families turn uncertainty into a clear strategy—especially when it comes to creating income you can’t outlive and making smart decisions around Social Security.


As Caidyn’s mentor, Elisabeth has helped shape the simple, education-first approach you’ll experience in this webinar: clear guidance, real-world context, and a focus on how Social Security fits into your bigger retirement picture (taxes, timing, spousal planning, and income coordination).

TESTIMONIALS

Hear From Previous Attendees

“Caidyn helped us understand the timing trade-offs and how to coordinate our benefits as a couple. We feel confident now.”

R. & L., San Diego

“I finally understand survivor benefits and how they affect my plan. The checklist made the meeting so easy.”

M., Chula Vista

Make One of the Biggest Retirement Decisions With Confidence

Your Social Security choice shapes lifetime income, taxes, and peace of mind. When the pieces work together benefits, savings, pensions, and guaranteed income you move from hoping it’ll work out to knowing you have a plan. This session gives you the plain-English frameworks to avoid common mistakes and align your decision with the retirement you actually want.

Spaces are limited. Registrants will receive the replay.