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Hosted by the team at Structured Wealth Management, we offer two sophisticated educational workshops built to help you and your finances thrive.

Join us for our Maximizing Social Security course, which provides a fundamental working knowledge of the Social Security program as it applies to retirement planning. Or, attend a Principles of Retirement Planning class, where we provide a fundamental working knowledge of the principles of conservative retirement planning.

Live Events

Please check back later for more upcoming events.

Maximizing Social Security

When: Monday, January 22nd, 2024

Time: 6pm-8pm

Venue: Lourdes University – Franciscan Center, Board Room – 6832 Convent Boulevard, Sylvania, OH 43560

Speakers: Tom Rogers and Brian Schmitz

For many Americans, Social Security is the single largest asset they have in retirement. Greater than 90% of Social Security recipients fail to maximize

this critical piece of the retirement income puzzle. Advanced planning is essential. The decisions you make today could have a tremendous impact on the total benefit you receive over your lifetime. This educational workshop will provide you with important information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits. Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

Important topics we’ll discuss:

  • Is “file and suspend” really gone?
  • How married couples can coordinate benefits to help enhance spousal and survivor benefits.
  • How divorce impacts spousal benefits.
  • Claiming a spousal benefit while earning delayed retirement credits.
  • How working impacts taxes on Social Security benefits.
  • How claiming early worker benefits could lower your spousal benefit at full retirement age.
  • The effect of remarriage on survivor benefits for widowed and divorced spouses.
  • Class sizes and seating are limited to ensure your safety, so register today!

CLICK HERE TO REGISTER!

Maximizing Social Security

When: Wednesday, January 24th, 2024

Time: 6pm-8pm

Venue: Lourdes University – Franciscan Center, Board Room – 6832 Convent Boulevard, Sylvania, OH 43560

Speakers: Tom Rogers and Brian Schmitz

For many Americans, Social Security is the single largest asset they have in retirement. Greater than 90% of Social Security recipients fail to maximize

this critical piece of the retirement income puzzle. Advanced planning is essential. The decisions you make today could have a tremendous impact on the total benefit you receive over your lifetime. This educational workshop will provide you with important information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits. Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

Important topics we’ll discuss:

  • Is “file and suspend” really gone?
  • How married couples can coordinate benefits to help enhance spousal and survivor benefits.
  • How divorce impacts spousal benefits.
  • Claiming a spousal benefit while earning delayed retirement credits.
  • How working impacts taxes on Social Security benefits.
  • How claiming early worker benefits could lower your spousal benefit at full retirement age.
  • The effect of remarriage on survivor benefits for widowed and divorced spouses.
  • Class sizes and seating are limited to ensure your safety, so register today!

CLICK HERE TO REGISTER!

Maximizing Social Security

When: Monday, February 19th, 2024

Time: 6pm-8pm

Venue: Owens Community College in the Industrial & Engineering Technologies Building – Room ET 109,
7250 College Dr. E, Perrysburg, OH 43551

Speakers: Tom Rogers and Brian Schmitz

For many Americans, Social Security is the single largest asset they have in retirement. Greater than 90% of Social Security recipients fail to maximize

this critical piece of the retirement income puzzle. Advanced planning is essential. The decisions you make today could have a tremendous impact on the total benefit you receive over your lifetime. This educational workshop will provide you with important information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits. Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

Important topics we’ll discuss:

  • Complexities of the Social Security system and why it’s crucial to make the right claiming decisions.
  • Role Social Security plays in your overall retirement income and the importance of getting the most out of your benefit.
  • Monetary consequences and benefits of claiming early versus delaying.
  • Key spousal decisions and benefits surrounding marriage, divorce and death.
  • How Social Security is structured to help combat inflation but can potentially add to your tax liabilities in retirement.

CLICK HERE TO REGISTER!

Maximizing Social Security

When: Thursday, February 22nd, 2024

Time: 6pm-8pm

Venue: Owens Community College in the Industrial & Engineering Technologies Building – Room ET 109,
7250 College Dr. E, Perrysburg, OH 43551

Speakers: Tom Rogers and Brian Schmitz

For many Americans, Social Security is the single largest asset they have in retirement. Greater than 90% of Social Security recipients fail to maximize

this critical piece of the retirement income puzzle. Advanced planning is essential. The decisions you make today could have a tremendous impact on the total benefit you receive over your lifetime. This educational workshop will provide you with important information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits. Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

Important topics we’ll discuss:

  • Complexities of the Social Security system and why it’s crucial to make the right claiming decisions.
  • Role Social Security plays in your overall retirement income and the importance of getting the most out of your benefit.
  • Monetary consequences and benefits of claiming early versus delaying.
  • Key spousal decisions and benefits surrounding marriage, divorce and death.
  • How Social Security is structured to help combat inflation but can potentially add to your tax liabilities in retirement.

CLICK HERE TO REGISTER!

Events in August–November 2025

  • September 15, 2025 (1 event)

    –
    September 15, 2025

    Venue: Bowling Green State University - Bowen-Thompson Student Union - Sky Bank Room
    806 Ridge St, Bowling Green, OH 43403

    For many Americans, Social Security is the single largest asset they have in retirement. Greater than 90% of Social Security recipients fail to maximize this critical piece of the retirement income puzzle. Advanced planning is essential. The decisions you make today could have a tremendous impact on the total benefit you receive over your lifetime. This educational workshop will provide you with important information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits. Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

    Important topics we'll discuss:

    • Complexities of the Social Security system and why it’s crucial to make the right claiming decisions.
    • Role Social Security plays in your overall retirement income and the importance of getting the most out of your benefit.
    • Monetary consequences and benefits of claiming early versus delaying.
    • Key spousal decisions and benefits surrounding marriage, divorce and death.
    • How Social Security is structured to help combat inflation but can potentially add to your tax liabilities in retirement.

    CLICK HERE TO REGISTER!

  • September 22, 2025 (1 event)

    –
    September 22, 2025

    Venue: Adrian College - Jones Hall - Room 110
    S Charles St, Adrian, MI 49221

    For many Americans, Social Security is the single largest asset they have in retirement. Greater than 90% of Social Security recipients fail to maximize this critical piece of the retirement income puzzle. Advanced planning is essential. The decisions you make today could have a tremendous impact on the total benefit you receive over your lifetime. This educational workshop will provide you with important information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits. Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

    Important topics we'll discuss:

    • Complexities of the Social Security system and why it’s crucial to make the right claiming decisions.
    • Role Social Security plays in your overall retirement income and the importance of getting the most out of your benefit.
    • Monetary consequences and benefits of claiming early versus delaying.
    • Key spousal decisions and benefits surrounding marriage, divorce and death.
    • How Social Security is structured to help combat inflation but can potentially add to your tax liabilities in retirement.

    CLICK HERE TO REGISTER!

  • September 23, 2025 (1 event)

    –
    September 23, 2025

    Venue: Bowling Green State University - Bowen-Thompson Student Union - Sky Bank Room
    806 Ridge St, Bowling Green, OH 43403

    For many Americans, Social Security is the single largest asset they have in retirement. Greater than 90% of Social Security recipients fail to maximize this critical piece of the retirement income puzzle. Advanced planning is essential. The decisions you make today could have a tremendous impact on the total benefit you receive over your lifetime. This educational workshop will provide you with important information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits. Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

    Important topics we'll discuss:

    • Complexities of the Social Security system and why it’s crucial to make the right claiming decisions.
    • Role Social Security plays in your overall retirement income and the importance of getting the most out of your benefit.
    • Monetary consequences and benefits of claiming early versus delaying.
    • Key spousal decisions and benefits surrounding marriage, divorce and death.
    • How Social Security is structured to help combat inflation but can potentially add to your tax liabilities in retirement.

    CLICK HERE TO REGISTER!

  • September 25, 2025 (1 event)

    –
    September 25, 2025

    Venue: Adrian College - Jones Hall - Room 110
    S Charles St, Adrian, MI 49221

    For many Americans, Social Security is the single largest asset they have in retirement. Greater than 90% of Social Security recipients fail to maximize this critical piece of the retirement income puzzle. Advanced planning is essential. The decisions you make today could have a tremendous impact on the total benefit you receive over your lifetime. This educational workshop will provide you with important information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits. Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

    Important topics we'll discuss:

    • Complexities of the Social Security system and why it’s crucial to make the right claiming decisions.
    • Role Social Security plays in your overall retirement income and the importance of getting the most out of your benefit.
    • Monetary consequences and benefits of claiming early versus delaying.
    • Key spousal decisions and benefits surrounding marriage, divorce and death.
    • How Social Security is structured to help combat inflation but can potentially add to your tax liabilities in retirement.

    CLICK HERE TO REGISTER!

Webinars

Events in August–September 2025

  • There are no events scheduled during these dates.

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