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Date/Time:
07/21/2022 at 6:30 pm - 8:30 pm

Location:
Thurman White Forum Bldg. at University of Oklahoma - Classroom B-3
1704 Asp Avenue
Norman, OK 73072



Social Security – Know Your Options
In Person Class
Course Code: SRMUK0721

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

To Register –
Register on-line now! or
Register by phone    405-939-5856     (lines open 24/7)

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SOCIAL SECURITY – KNOW YOUR OPTIONS

As you approach retirement, deciding when and how to claim 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 course will help you gain a clearer understanding of your options and which strategies you should consider BEFORE filing for Social Security benefits. It will also teach you how to take an aerial view of your retirement plan, by exploring how Social Security works 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 applying for your benefits
  • How to maximize your Social Security benefits and minimize taxes on them
  • How benefits are affected if you are still working
  • Can you change your Social Security election if you’ve already filed for benefits?
  • How all of your assets fit together with Social Security to fund your quality of life in retirement

 

Join us for this insightful class and gain confidence through financial education!

Reserve Your Spot

Bookings are closed for this event.


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