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Savvy Social Security Planning
Don’t make your Social Security elections without attending this course!
This course will teach you:
- How your retirement benefit is calculated
- When you may begin receiving social security benefits
- The benefits and cost of applying for early benefits
- The benefits and cost of delaying benefits past full retirement age
- How spousal benefits are calculated
- How pension income affects Social Security benefits
- How benefits are taxed
- How divorce affects Social Security benefits
- How widowhood affects Social Security benefits
- How working affects Social Security benefits
- How to apply for Social Security benefits


Retirement Planning Today ®
In this comprehensive retirement planning course, you will learn how to:
- Create a plan to retire
- Use new tax laws to your advantage
- Ask the right questions when evaluating insurance coverage
- Select the retirement plan distribution choice that is right for you
- Use 5 investment strategies to minimize risks and maximize returns
- Plan your retirement income to preserve your standard of living
- Ensure your Estate plan still functions properly under the new laws
Who should Attend?
Retirement Planning Today contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire in 10 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.
Why you should attend...
Choosing how benefits will be taken and how to properly coordinate benefits with a spouse can be one of the most important financial decisions of your life. Unfortunately, many people make the elections with very little thought involved, and many professionals, such as CPA’s, Financial Planners, and Attorney’s don’t fully understand all of the variables to properly provide guidance in this area.