This one hour course offers real world strategies and methods designed for those ages 60 and up who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This course is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Whether you are married or single upon completion you will know how to properly file for your Social Security benefits as well as how to choose the best filing option for your circumstances. You will also learn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved.  

What You Will Learn

• How to properly file for Social Security benefits
• How to maximize the amount you are eligible for
• How to avoid the most common mistakes people make when claiming their benefits
• How to optimize your assets to minimize or avoid paying taxes on your Social Security benefits
• How much income you can make and still draw Social Security
• How Social Security is taxed
• How to file and restrict benefits
• How to claim a spouses benefit even if divorced

Tuition Includes

• Course workbook and handouts
• Free personal strategy session

TUITION FUNDRAISING ALLOCATION: 

By attending this class, you are supporting our efforts to give back to our local community. Proceeds are donated to the Chapter President’s charity of choice.  We thank you for your support!

AS AN ADDED BONUS FOR ATTENDING THIS COURSE

All course attendees will automatically receive a FREE Membership to the American Financial Education Alliance (AFEA) where you will gain 24/7 access to the following:

• A Personal Dashboard– multiple financial tools at your fingertips
• Personal Calendar- schedule of upcoming AFEA events & classes
• 32 Financial Calculators- Social Security benefits estimator, Roth IRA calculator, 15/30 year mortgage comparison calculator, home budget calculator and many more.
• Training Videos- AFEA On-Demand brings you financial training videos that you can watch at your leisure, reinforcing the topics and strategies taught in the class
• Free Personal Financial Coaching- direct access to a Personal Financial Coach via Direct Messaging for financial questions and concerns
• AFEA’s E-newsletter – up-to-date financial news, tips and advice to keep you on the road to financial success
• Free Downloads of Popular Periodicals & Reports-
  • Earnst & Young LLP: Retirement Vulnerability of New Retirees
  • Rex Voegtlin: The Top Social Security Misconceptions
  • The Wharton School of Business: Retirement Security and the Financial and Economic Crisis
  • Putnam Institute: Optimal Asset Allocation in Retirement
  • Center for Retirement Research as Boston College: The Social Security Claiming Guide

Who Should Attend

• Individuals and couples 60 and up wanting to gain more knowledge and training to help maximize their Social Security benefits
• People who simply want to better understand how to file for Social Security

Information and Legal Disclosure about AFEA

AFEA, the American Financial Education Alliance, is recognized by the IRS as a 501(c)3 non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5-years of real-world experience in their field. They have been pre-screened and required to pass a series of training sessions on how to properly education in a not-for-profit setting before becoming a Chapter President and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies, and no selling is allowed. AFEA educational workshops and courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial or tax professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course

This workshop is strictly educational; no products will be sold or endorsed at the class. The American Financial Education Alliance (AFEA) is not associated with the Social Security Administration or any other government agency.