Events in July 2025

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
June 30, 2025
July 1, 2025
July 2, 2025
July 3, 2025
July 4, 2025
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July 14, 2025
July 15, 2025(1 event)

6:00 pm: Maximizing Social Security


July 15, 2025

Venue: Lourdes University - Franciscan Center - Board Room
6832 Convent Blvd, Sylvania, OH 43560

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!

July 16, 2025
July 17, 2025(1 event)

6:00 pm: Maximizing Social Security


July 17, 2025

Venue: Lourdes University - Franciscan Center - Board Room
6832 Convent Blvd, Sylvania, OH 43560

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!

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August 1, 2025
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