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Date/Time:
01/21/2020 at 6:30 pm - 8:30 pm

Location:
Thurman White Forum Bldg at University of Oklahoma - Room A-3
1704 Asp Avenue
Norman, OK 73072


Thurman White Forum Building
at University of Oklahoma
Classroom A-3

 

Social Security – Know Your Options

Course Code: SRMUO0121

Comprehensive Financial Education Courses for Retirees and those Planning for Retirement

This Course is offered FREE of Charge, but Advance Registration is Required.
Register Early – Space is Limited

 

To Register –
Register on-line now! or
Register by phone  405-358-4179  (lines open 24/7)

 

SOCIAL SECURITY – KNOW YOUR OPTIONS

Deciding when and how to claim Social Security benefits are two of the most important decisions you’ll need to make as you approach retirement. 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 course will help you gain a clearer understanding of the options you have and which strategies you should consider BEFORE filing.  

What You Will Learn – 

  • Vital rules that affect when and how you file for benefits 
  • How much lifetime income you stand to lose by filing for Social Security at the wrong time
  • Strategies that can maximize your Social Security benefits
  • How to minimize taxes on your Social Security
  • The most beneficial strategies for married couples 
  • How your benefits are affected if you are still working
  • Strategies for coordinating Social Security with your IRA/401(k) and other retirement income sources

You should attend this course if: 

  • You are age 50 and up
  • You wonder if your current plan has room for improvement
  • You are concerned about the risk and volatility of financial markets
  • You need to develop a firm income plan for retirement
  • You are worried about rising tax rates, inflation and healthcare costs
  • You want to make better-informed decisions about your retirement

FINANCIAL CONFIDENCE THROUGH EDUCATION 

Reserve Your Spot

Bookings are closed for this event.




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