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Social Security: Know Your Options


1010 E Missouri Ave
Phoenix, AZ 85014 United States



July 12


1:30 pm - 3:30 pm

As you approach retirement, deciding when and how to claim Social Security benefits – two of the most important decisions you’ll need to make – can be confusing and even overwhelming. Applying for Social Security as soon as you become eligible at age 62 may seem like an attractive idea but, by doing so, you could significantly and permanently reduce your income and benefits for the rest of your life.

This course will help you gain a clearer understanding of your options and which strategies you should consider BEFORE filing.  

We will discuss these important topics and more: 

  • How the current tax laws affect your Social Security
  • How the wrong Social Security decisions can cost you money
  • Rules, regulations and strategies to consider before deciding to apply for your benefits
  • How to maximize your Social Security benefits and minimize taxes on them
  • How benefits are affected if you’re still working
  • Can you change your Social Security election if you’ve already filed for benefits?
  • How all of your assets fit together with Social Security to fund your quality of life in retirement

Join us for this insightful class and gain confidence through financial education!

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