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09/28/2021 at 6:00 pm - 7:00 pm

The Lodge at Beaver Lake
25201 SE 24th Street
Sammamish, WA 98075

In Person Class
Class Code:  SDDBL0928


Important Safety Note: Seating will be limited in order to allow for social distancing.

This is a FREE class, but you must register to attend.
Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone by calling   425-276-8129   (Lines open 24/7)


In Person Class

Understand how Social Security works with your other retirement assets. 

The difference between the best and worst possible decision on when to start Social Security can be well over $100,000!

How you claim your Social Security retirement benefits can make or break your financial future. There are many variables and nuances that can have dramatically different effects on each person. Currently it’s possible to begin as early as age 62 (or 60 if your are widowed) and as late as age 70. Contrary to popular myths and financial entertainers, there is no “one size fits all” best approach. Learn the penalties to avoid, and the strategies to maximize the amount of retirement benefits you can enjoy, as well as strategies for coordinating Social Security with other sources of retirement income!

Points and Questions We’ll Address:  

  • How COVID-19 affects Social Security
  • How will Social Security survive?
  • What does “Full Retirement Age” mean?
  • Why is mine different from my spouse?
  • How does it affect what we can get?
  • Can I collect on my ex’s Social Security?
  • File early? File late? Which is better?
  • Who qualifies for benefits? Who doesn’t?
  • What if I retire before I qualify for benefits?
  • Can I take my benefits while still working?
  • How to avoid penalties for working
  • Avoiding double taxation on Social Security
  • What’s the ‘Vitality Band’ sweet spot?
  • How to know which plan is best for me?
  • At first spouse’s death, what happens?

Bonus Topics: 

  • The 5 Planks of Retirement Planning
  • Income Blending for the long run
  • ‘Stress’ Test your plans for longevity, catastrophic sudden shock, bear markets, and the IRS


Reserve Your Spot

Bookings are closed for this event.

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