Social Security Secrets

Financial Education Course for Adults on Maximizing Social Security Benefits

What?

University Classroom Instruction on Social Security Strategies in 2023

Where?

DFW-Area College Campuses: UTA, Tarleton Ft. Worth, and TCC South

When?

Multiple Convenient Dates Offered in Spring, Summer, and Fall 2023

Learn how to make the most of your Social Security benefits.

The risk of disability or premature death is greater than many people realize. Some 7% recent entrants to the labor force will die before reaching the full retirement age, and many more will become disabled. Social Security provides a foundation of income on which workers can build to plan for their retirement. It also provides valuable social insurance protection to workers who become disabled and to families whose breadwinner dies.* Learn the modern realities of Social Security and how it fits into Retirement Planning in 2023.

Register today to learn: 

By attending this class, you will learn more about the tools and strategies that are needed to maximize your benefits. Most importantly, this course shows you how to assess your current financial situation and develop a personalized plan to pursue your retirement goals. Here are just a few examples of the many things you will learn:
  • The best age to Start Collecting Social Security benefits
  • How to get the Most Money out of Your Social Security benefits
  • How government pensions like TRS and TMRS will affect your benefits
  • How to reduce Taxation of Social Security Benefits and keep more money
  • How Continuing to Work affects your benefits
  • How the New 2023 Social Security Law Changes may affect you

This course features classroom-style instruction that encourages questions, and a textbook with examples and interactive material that is yours to keep.

Learn tools used by professionals to build your Personalized Estate Plan. Classes are led by a CERTIFIED FINANCIAL PLANNER™ who fills the presentation with valuable information as well as real-life examples. 

Discover “Big Picture” Strategies that give you the opportunity to learn about the many aspects of Social Security and how they work together to build a successful retirement plan. 

A complimentary plan consultation is optional for those who have questions that are more personal in nature. This consultation is available for class attendees only, but is not required.

Class Outline and Syllabus:

Social Security Laws Today

Before the Social Security Act, many people nearing retirement age faced the loss of their savings and the prospect of living their remaining years in destitution. Learn today’s realities of Social Security and how it fits into Retirement Planning.

TOPICS COVERED IN THIS SECTION:

  • What is Social Security and What is its Purpose?
  • History and Future of Social Security
  • How Social Security Works
  • How Your Benefits are Calculated
  • Earning Social Security Credits
  • Why is Social Security important?

Taxes and Your Benefits

Social Security benefits are often taxable and could potentially cut your benefit allowance drastically. Learn strategies that could help ease the burden of income taxes in retirement.

TOPICS COVERED IN THIS SECTION:

  • Social Security Income Taxation
  • Social Security and Tax Strategies

Working and Social Security

With the age expectancy becoming higher, retirement is lasting longer, and sometimes going back to work in some capacity is a necessity. Learn how to navigate your options with Social Security benefits and continuing your career.

TOPICS COVERED IN THIS SECTION:

  • How Does Continuing to Work Affect Social Security Benefits?
  • How to Avoid a Reduction in Benefits
  • Turning Social Security On and Off

Maximizing Your Monthly Benefit

It is possible to leave money on the table if you are not careful with your Social Security benefits. Learn how to evaluate your unique situation and discover important strategies that could potentially help maximize your benefits.

TOPICS COVERED IN THIS SECTION:

  • Why Use a Strategy?
  • When Should You Apply for Benefits?
  • Claiming Strategies for Single Individuals
  • Claiming Strategies for Married Couples
  • Claiming Strategies for Divorced Individuals
  • Survivor Benefits
  • Family Maximum

Government Pensions

If you worked hard your whole life and have a pension to look forward to, don’t just assume you have no other retirement benefit options. Combined with spousal Social Security benefits, there are many commonly unknown rules to take into account to maximize your benefit package as a whole.

TOPICS COVERED IN THIS SECTION:

  • How Does my Pension Affect my Social Security Benefits?
  • Windfall Elimination Provision
  • Government Pension Offset
  • How to Maximize Social Security Benefits with a Government Pension

Making Benefit Decisions

Finally we will discuss making decisions about your Social Security benefits. Learn how to execute everything you have learned in the course.

TOPICS COVERED IN THIS SECTION:

  • How to Determine Which Strategy to Use
  • How to Contact the Social Security Office
  • How to File for Benefits
  • Social Security Income and Retirement Planning

Is this class for you?

This course has valuable information for everyone. Without a plan to maximize your Social Security you may lose out on benefits and you may incur unnecessary costs and taxes. By attending this class, you will learn more about the tools and strategies that are needed to maximize your benefits. Most importantly, this course shows you how to assess your current financial situation and develop a personalized plan to pursue your retirement goals.

“I didn’t know I had options when it came to Social Security benefits. I am so glad I took this class and learned the strategies I can use to make the most of my retirement benefits. The instructors answered all of my questions and truly cared
about my learning.”

John L. from 

Fort Worth, Texas

“I worked as a teacher for 35 years and have a TRS pension. My husband and I learned in this class the best strategy for us to make my pension and our Social Security benefits work to our advantage. We never realized how much we were leaving on the table.”

Cindy C. FROM 

Grand Prairie, TEXAS

April 2023
September 2023
No event found!

Get In Touch

Questions or comments? Fill out the form in this section, or contact us through the methods below.

Ready to get started? Click here to schedule a complimentary consultation with one of our friendly advisors today:

Strittmatter Wealth Management Group, LLC

At Strittmatter Wealth Management Group, we believe in freedom. Freedom to enjoy life. Our core purpose is to help our clients achieve this freedom by providing them with optionsand strategies suited to their financial goals and objectives.