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Award Winning Registered Investment Advisor*

Award Winning Registered Investment Advisor*

Social Security Strategies

Get the Most Out of Social Security

Social Security can feel overwhelming, but understanding it is key to making the most of your benefits. Our custom Social Security class focuses on the most common scenarios, covering 20% of the 526 possible options—enough to help about 85% of Americans.

Here’s what you’ll learn:

  • How Social Security benefits are calculated

  • How the system works

  • Strategies to maximize benefits for singles, married couples, divorced individuals, and widows/widowers

  • Common mistakes to avoid when planning for Social Security

  • Planning tips for retirees with children

  • Tax rules and how they affect your benefits

Here’s what you’ll learn:

  • How Social Security benefits are calculated

  • How the system works

  • Strategies to maximize benefits for singles, married couples, divorced individuals, and widows/widowers

  • Common mistakes to avoid when planning for Social Security

  • Planning tips for retirees with children

  • Tax rules and how they affect your benefits

“Social Security isn’t one-size-fits-all—it’s unique to your situation. This class will give you the tools to better understand your benefits, avoid costly mistakes, and plan for a stronger retirement.