Wed, May 20
|Midpointe Library - West Chester Branch
Social Security 101
Learn the basics of Social Security and ways to optimize it for your retirement!
Time & Location
May 20, 2026, 6:30 PM – 7:30 PM
Midpointe Library - West Chester Branch, 9363 Centre Pointe Dr, West Chester Township, OH 45069
About the event
About this seminar:
Retirement should be a time to enjoy peace of mind and financial confidence—not second-guess when or how to claim your Social Security benefits. Yet many retirees and pre-retirees make critical Social Security decisions without fully understanding the long-term consequences, potentially leaving tens of thousands of dollars on the table over their lifetime
Join us for this free seminar designed specifically for individuals approaching or already in retirement who want to take a clear, strategic approach to Social Security planning. You’ll learn how informed decisions can help you maximize your benefits, avoid common pitfalls, and better coordinate Social Security with the rest of your retirement income plan.
In this seminar, you’ll learn:
How claiming age, spousal benefits, and survivor benefits really work
How Social Security is taxed and how it can impact your overall retirement income
Strategies for coordinating Social Security with pensions, IRAs, and other income sources
How timing decisions can affect Medicare premiums and long-term retirement security
Whether you’re 5 years from retirement or already enjoying your post-career years, this seminar will give you valuable insights and practical strategies to help you get the most out of your Social Security benefit.
About the presenter:
Vasili Zois is a co-founder and lead advisor at Meritum Advisors. He comes from a long family history of financial professionals - his father has been in the industry for 45 years, his mother was previously in banking and insurance, and he has over a decade of his own personal experience assisting clients plan for and live out their best retirements!
He holds various certifications and designations, including Certified Financial Fiduciary®, IRS Enrolled Agent, Certified Tax Specialist™, and Certified Annuity Specialist®. He focuses on comprehensive planning that includes investment management, financial planning, ongoing tax planning and annual preparation/filings, insurance review and solutions (health and Medicare insurance, life insurance, and long-term care planning), and estate planning.
In his free time, he loves to spend time with his wife and their senior rescue dog, Gammy. He also likes to travel the world (especially to Greece, where he typically visits every summer), ride his bike, rebuild and engineer vintage motorcycles, and work on home projects.
One relationship for all your needs - a truly holistic approach
By offering most tax, investment, planning, and insurance services in-house, we are dedicated to helping you reduce fees and save time when it comes to helping you achieve your financial goals and needs. You will gain peace of mind knowing all of your affairs will be coordinated, aligned, and managed with one simple phone call.