Broker Check

You're exclusively invited to attend

Social Security 101

Strategies to Potentially Maximize Your Benefits

Tuesday June 11th @ 6:00pm

Guilderland Public Library


Register for Guilderland

Thursday June 6th @ 6:00pm

Clifton Park - Halfmoon Public Library


Register for Clifton Park

For most Americans, Social Security makes up a significant piece of their retirement income. The value of a stream of monthly payments over the course of a married couple’s retirement is oftentimes well over $1 Million. Because of this, it is critical to have a plan in place before you ever decide to turn on your Social Security benefits. That is why this workshop is dedicated to helping you to formulate a plan.

* Lifetime Social Security Benefits And Taxes: 2023 Update - www.taxpolicycenter.org

  • When can I and when should I start receiving Social Security benefits?
  • Can I continue working after I claim benefits?
  • When is my Full Retirement Age and what does that even mean?
  • What will reduce my Social Security benefits?
  • How can I reduce taxes on my Social Security?
  • How are my benefits calculated?


Retirement Income Certified Professional (RICP®)
General Securities Principal, Equity Services, Inc.
The Society for Financial Awareness (SOFA) – Public Educator  

Dan Engelhardt is a multifaceted financial professional with a rich tapestry of experiences that uniquely qualify him for his roles as a general securities principal, general securities sales principal, and municipal securities principal with Equity Services, Inc. With a comprehensive array of FINRA registrations, including S7, S24, S53, S6, S63, and S9, Dan demonstrates a profound mastery of the financial markets. His financial career, which began in 1999, follows an unconventional path that includes being a musician, piano tuner/technician, and a special education teacher for 15 years. These diverse experiences have endowed him with a unique perspective and empathetic approach to financial advising, particularly influenced by his personal experiences with his parents' retirement challenges. Dan is especially adept at guiding individuals in their 50s and 60s through the intricacies of pre-retirement planning and Social Security benefits, ensuring their transition into retirement is handled with dignity and security.