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Social Security 101 - AAII Presentation

Event Description

Social Security is a key factor in retirement planning, yet many people do not fully understand their Social Security retirement benefit. Kathy Hankard, owner of Fiscal Fitness, LLC, will give a broad overview of Social Security. She'll touch on the history of Social Security, explain how individual benefits are calculated, speak to the value of delaying your benefit claim, discuss the tax-advantaged nature and tax nuances of Social Security, give an overview of the affect of government pensions (i.e. GPO and WEP), and address spousal, survivor, and divorcee benefits. In this talk you'll learn the following:​

  • Social Security history, to give perspective on previous adjustments and future viability
  • The importance of the "PIA", primary insurance amount, how it's calculated, and how all other benefits are calculated from it.
  • The benefits of delaying your Social Security benefit, particularly for the higher-earning spouse in a marriage.
  • How Social Security is taxed at the federal level, and the impact of other income.

Speaker's Biography:

Kathy is a CFP and owner of Fiscal Fitness, LLC., a financial coaching and planning firm, located in Verona, Wisconsin. She is a member of The Garrett Planning Network, a nationwide network of professional, fee-only financial advisors. Kathy graduated with honors from the UW-Madison, with a BS degree in electrical and computer engineering. Kathy was a systems programmer and a software engineer, prior to earning her CFP credentials in 2006 and founding Fiscal Fitness, LLC. Kathy also has Retirement Income Certified Professional (RICP®) designation.​

Sponsored by American Association​ of Individual Investors, Madison Subgroup.

Event Type


Education Topic


Start Time

9/19/2018 6:00 PM

End Time

9/19/2018 8:00 PM





Event Country


Event Region


Location Info

Sequoya Branch of the Madison Public Library
4340 Tokay Blvd.
Madison, WI  53711

Enter the library from either Tokay Blvd or from Midvale Shopping Center's parking lot.​​


Kathy Hankard

CE Credits


SER Credit




Member Price

No Charge

Non-Member Price

No Charge

Candidate Price

No Charge


​For more information contact Scott Snyder
   608.609.1762 |

All Day Event





Content Type: MyCFA Custom Calendar
Created at 10/12/2015 5:53 PM by
Last modified at 7/30/2018 1:52 PM by