I have not done a social security workshop in a long time.
The last time I did one... I used a speaker from the local Social Security office. Definitely had a good turnout... but not a great presentation.
If I was to do one today, I'd base it on a couple of case studies using visual retirement income software (such as Torrid Technologies RetirementView
), and then use a software package like Social Security Timing to help determine pros and cons of each strategy. Then invite those that attended to meet with you to meet one on one.
The reason to use visual software is so they can get a sense of the retirement cash flow and/or how their assets will work around the various strategies.
Just come up with 3 different planning/timing scenarios and just make it more of a conversation than a presentation.
Anyway, that's what I'd do, but I'm not doing that right now.