Menu Close
10/13/2022 at 6:30 pm - 8:30 pm

West Houston Institute - Classroom 171
2811 Hayes Road
Houston, TX 77082


In Person Class

Course Code: SMGWH1013

This course is offered FREE of charge
Advance Registration is required

Space is limited so register early!

To Register –
Register on-line now! or
Register by phone   877-892-7088     (Lines Open 24/7)


As you approach retirement, deciding when and how to claim your Social Security benefits – two of the most important decisions you’ll need to make – can be confusing and even overwhelming. Applying for Social Security as soon as you become eligible at age 62 may seem like an attractive idea, but by doing so, you could significantly and permanently reduce your income and benefits for the rest of your life.

This workshop will help you gain a clearer understanding of the options you have and the strategies you should consider BEFORE filing for Social Security benefits. It will also teach you how to take an important aerial view of your retirement plan, by exploring how Social Security works in coordination with your other retirement assets.

We will discuss these important topics and more: 

  • How the current tax laws affect your Social Security?
  • How the wrong Social Security decisions can cost you money
  • Rules, regulations, and strategies to consider before deciding to apply for your benefits 
  • How to maximize Social Security benefits and minimize taxes on them
  • How benefits are affected if you’re still working
  • Can you change your Social Security election if you’ve already filed for benefits?
  • Should I consider delaying the start of my Social Security benefits? What is the right choice for me? 
  • How all of your assets fit together with Social Security to fund your quality of life in retirement

Register Today to Maximize YOUR Benefits!

Reserve Your Spot

Bookings are closed for this event.

Loading Map....

Don't miss these UPCOMING EVENTS at West Houston Institute – Classroom 171

  • No events in this location