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.