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Join Us For An Event
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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
Events in December 2024–March 2025
January 21, 2025 (1 event)
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January 21, 2025Venue: Lourdes University - Franciscan Center - Board Room
6832 Convent Blvd, Sylvania, OH 43560For 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!
January 22, 2025 (1 event)
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January 22, 2025Venue: Lourdes University - Franciscan Center - Board Room
6832 Convent Blvd, Sylvania, OH 43560For 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!
February 11, 2025 (1 event)
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February 11, 2025Venue: Owens Community College - Industrial & Engineering Technologies Building - Room ET 109
7250 College Dr E, Perrysburg, OH 43551For 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!
February 13, 2025 (1 event)
–
February 13, 2025Venue: Owens Community College - Industrial & Engineering Technologies Building - Room ET 109
7250 College Dr E, Perrysburg, OH 43551For 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 December 2024–January 2025
- There are no events scheduled during these dates.