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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 June–July 2024
July 23, 2024 (1 event)
Maximizing Social Security
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July 23, 2024Venue: Adrian College - Jones Hall - Room 110
S Charles St, Adrian, MI 49221For 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!
July 25, 2024 (1 event)
Maximizing Social Security
–
July 25, 2024Venue: Adrian College - Jones Hall - Room 110
S Charles St, Adrian, MI 49221For 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 June–July 2024
- There are no events scheduled during these dates.