Making the Most of
Social Security

Social Security is the first or second largest source of income for most retirees. Make sure you GET THE FACTS BEFORE YOU FILE!

The new Tax Law changes have placed a strict time and age limit on some special claiming strategies. TIMING IS EVERYTHING! Learn simple strategies to Maximize your Benefits and Increase Your Retirement Income!

Envision

This course will address the Following Topics

  • What Strategies are still available to me?
  • When should I start receiving my benefits?
  • How will this decision affect my spousal benefits?
  • Survivor benefits for widowed & divorced spouses?
  • Single, married, divorced or widowed, learn ways to maximize your lifetime social security benefits.

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EDUCATE

Workshop Commitment

These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It.’ teaching method makes it easy for you to understand, retain and profit from the information covered.

One of the most important decisions you will make before you retire is when and how to claim Social Security benefits. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000.

You’ve worked hard your whole life and have paid into the Social Security system for years. Now it will soon be your turn to collect. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

ENABLE

Workshop Topics

When your benefits may begin, and how the age at which you apply will affect the amount you receive.

How to maximize Social Security benefits and how to minimize the taxes you pay on them.

Five important factors to consider when deciding when to apply for benefits.

How your current employment will affect benefits.

How spousal, survivor, and divorced-spouse benefits work.

What to do if you have other income from pensions or IRAs, too.

When it makes sense to delay benefits - and when it does not.

How the wrong Social Security decision can impact your life savings.

Can you fix your Social Security selection if you made a mistake?

How to create a “do-it-yourself” personal pension.

How cost-of-living adjustments (COLAs) impact benefits.