Social Security: Know Your Options

Program Type:

Other

Age Group:

Adults
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Event Details

Social Security is a complicated program. It is important to understand how it works and how you may maximize your benefits. Wisely managing your Social Security starts with understanding the facts and knowing your options.

During this educational course, you will:

  • Learn important RULES that affect WHEN and HOW you file for benefits
  • Learn OPTIONS that may MAXIMIZE YOUR BENEFITS
  • Learn HOW you may MINIMIZE TAXES on your Social Security
  • Learn STRATEGIES designed for COORDINATING SOCIAL SECURITY with other retirement income

If you are near or in retirement this educational course may provide you with tools to implement in your retirement planning. Whether your question is related to Social Security, taxes before or after retirement, investments or estate planning, our goal is to provide content helpful for you.

This program is presented by the Association of Financial Consultants.