ABOUT THIS COURSE

 

WHY ATTEND THIS COURSE?

Social Security is a complex and confusing part of life. It is often one of the last items that people take care of because of procrastination or confusion over what is needed. Now, more than ever, it is important to have a sound Social Security plan in place. Without a Social Security plan, you may encounter a reduction of benefits, and you may incur unnecessary costs and taxes. By attending this class, you will learn more about the tools and strategies that are needed to file for benefits and create a plan that will optimize your Social Security benefits.

WHO SHOULD ATTEND?

This course has valuable information for everyone. We will discuss the many ways to optimize your Social Security as well as teach you strategies to minimize taxes. You will learn about how continuing to work affects your benefits, different types of claiming strategies, and how government pensions affect your benefits. Most importantly, this course provides you with the tools you will need to make key decisions around maximizing your Social Security benefits.

 
 

PREVIEW AND OUTLINE

Without a plan to maximize your Social Security you may lose out on benefits and you may incur unnecessary costs and taxes. By attending this class, you will learn more about the tools and strategies that are needed to maximize your benefits.

 
 
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SOCIAL SECURITY BASICS

 

YOU'LL LEARN ABOUT:

A. What is Social Security and What is its Purpose?
B. History and Future of Social Security
C. How Social Security Works
D. How Your Benefits are Calculated
E. Earning Social Security Credits
F. Why is Social Security Optimization Important?

 
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TAXES AND YOUR BENEFITS

 

YOU'LL LEARN ABOUT:

A. Social Security Income Taxation
B. Social Security and Tax Strategies

 
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WORKING AND SOCIAL SECURITY

 

YOU'LL LEARN ABOUT:

A. How Does Continuing to Work Affect Social Security Benefits?
B. How to Avoid a Reduction in Benefits
C. Turning Social Security Benefits On and Off

 
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MAXIMIZING YOUR MONTHLY BENEFIT

 

YOU'LL LEARN ABOUT:

A. Why Use a Strategy?
B. When Should You Apply for Benefits?
C. Claiming Strategies for Single Individuals
D. Claiming Strategies for Married Couples
E. Claiming Strategies for Divorced Individuals
F. Survivor Benefits
G. Family Maximum

 
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GOVERNMENT PENSIONS

 

YOU'LL LEARN ABOUT:

A. How Does my Pension Affect my Social Security Benefits?
B. Windfall Elimination Provision
C. Government Pension Offset
D. How to Maximize Social Security Benefits with a Government Pension

 
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MAKING BENEFIT DECISIONS

 

YOU'LL LEARN ABOUT:

A. How to Determine Which Strategy to Use
B. How to Contact the Social Security Office
C. How to File for Benefits
D. Social Security Income and Retirement Planning

THIS COURSE INCLUDES:

 
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CLASSROOM INSTRUCTION

Social Security Optimization is both enjoyable and educational. Classes are led by Josh W. Strittmatter, CERTIFIED FINANCIAL PLANNER®. The presentation will be filled with valuable information as well as real life experiences. The instructor encourages an interactive format where participation and questions are welcome.

COURSE TEXTBOOK

This course includes a textbook with examples and interactive material that is yours to keep. The book is written in an easy-to-understand language and will help you follow along throughout the presentation.

COMPREHENSIVE LEARNING

Unlike financial seminars that focus on
one topic, this course is designed to help you see the “big picture.” You will have an opportunity to learn about the many aspects of Social Security, how they can work together to make the process easier, and how to make sure you get what you want from your benefits plan. This course is purely educational, and nothing is sold to you.

OPTIONAL CONSULTATION

If you have questions that are personal in nature or would like to find out more about Social Security Optimization, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for class attendees but is not required.

 
 
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your instructor

Your instructor is Josh W. Strittmatter, CFP®, CRC®. He teaches courses on Social Security Optimization at several local colleges and universities as well as educational workshops on investment management and estate planning.