In-person class

Social Security 101

Reserve your seat

Social Security will likely have the single greatest impact on your retirement income. Do you have the right strategy? In this free 1-hour class, you will be equipped to make informed decisions about your Social Security and retirement.

Here’s what we’ll cover in this course:

  • Maximize your Social Security benefits
  • Reduce (or potentially eliminate) taxes on your Social Security benefits
  • Plan for how Social Security will affect your spouse
  • Select your claiming strategy (and how recent legislation changes affects your options)
  • Plan for retirement income
  • Develop a tax-efficient retirement strategy

In light of recent events occurring due to COVID-19, all in-person classes will be taking place as webinars until further notice, sign-up below.

Class Times

No items found.

Other Classes

Want help thinking through your social security?

Talk to an advisor

Learn Online

Get insightful resources.

Our monthly newsletter will provide you with the latest articles and resources to help you better plan for retirement.

Need help thinking through your Social Security?

Talk to an advisor