11/07/2020 at 9:30 am - 11:00 am Location:
Community Learning Center
5262 South Staples Street
Corpus Christi, TX 78411
Strategic Financial Services
Community Learning Center – 3rd Floor
Maximizing Social Security
In Person Class
Course Code: SEVDMC1107
These classes are normally taught at Del Mar College. Due to school closure, the location has been changed.
Learn how the current state of the economy could affect your retirement!
IMPORTANT COVID-19 SAFETY NOTE:
For everyone’s health and safety, social distancing protocols will be followed and seating will be limited in compliance with CDC, state, and local guidelines.
COURSE REGISTRATION –
These courses are offered FREE of Charge
Advance Registration is Required
Register online now or
REGISTER by phone 361-266-3716 (lines open 24/7)
MAXIMIZING SOCIAL SECURITY
Social Security is one of the most valuable and least understood benefits available to retirees today. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives.
The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
What You Will Learn
- When your benefits may begin, and how the age at which you apply will affect the amount you receive
- How to maximize Social Security benefits and how to minimize taxes on them
- Strategies to consider before deciding to apply for benefits
- How your current employment will affect benefits
- What to do if you have other income from pensions and IRAs, too
- What is the future of Social Security and what it means to you
- When it makes sense to delay benefits – and when it does not
PLUS… Learn how the current state of the economy could affect your retirement!
During these classes, we will also address the current economic environment and how it could affect your Social Security, Required Minimum Distributions, tax planning, and retirement planning. We will provide answers to common financial concerns and offer strategies that could help you protect your savings and retirement.