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In this class, you will learn how to:
• 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)
"Perhaps the best overall presentation we have ever attended. You included a lot of critical material in an understandable format. Excellent job!"
"Great info with scenarios. No heavy handed sell. Very knowledgeable."
"The information was great and better than other presentations I've been to. More relative options were covered."
"Great job! Best seminar I have attended on retirement."
"Very professionally done. Brought out tax considerations I wasn't aware of."
"Showed your passion for helping with social security planning."