Social Security Optimization

Social Security Optimization

Organizer: Strittmatter Wealth Management Group, LLC
Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®

Social Security Optimization

Organizer: Strittmatter Wealth Management Group, LLC
Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®

Up-Coming Courses

March 2022
November 2022
No event found!

Social Security is a complex and confusing part of life.

Allow us to simplify it for you.

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.

REGISTER TO 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

  • Taxation of Social Security benefits and how to minimize it

  • How the 2017 Social Security law changes may affect you

WHAT THIS COURSE INCLUDES:
  • Classroom Instruction and Course Textbook

  • Tools to Develop a Personalized Social Security Plan

  • Strategies for Maximizing and Claiming Benefits

  • Complimentary Social Security Plan Consultation

REGISTER TO 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

  • Taxation of Social Security benefits and how to minimize it

  • How the 2017 Social Security law changes may affect you

WHAT THIS COURSE INCLUDES:
  • Classroom Instruction and Course Textbook

  • Tools to Develop a Personalized Social Security Plan

  • Strategies for Maximizing and Claiming Benefits

  • Complimentary Social Security Plan Consultation

REGISTER TO 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

  • Taxation of Social Security benefits and how to minimize it

  • How the 2017 Social Security law changes may affect you

WHAT THIS COURSE INCLUDES:
  • Classroom Instruction and Course Textbook

  • Tools to Develop a Personalized Social Security Plan

  • Strategies for Maximizing and Claiming Benefits

  • Complimentary Social Security Plan Consultation

Social Security is a complex and confusing part of life.
Allow us to simplify it for you.

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.

REGISTER TO LEARN
  • The benefits and importance of having an estate plan

  • The differences between wills and trusts

  • How to plan for incapacitation and what to do when a loved one dies

  • How to avoid probate and its associated costs, and minimize taxes

  • Strategies to protect your assets from creditors and the government

WHAT THIS COURSE INCLUDES:
  • Classroom Instruction and Course Textbook

  • Tools to Develop a Personalized Estate Plan

  • “Big Picture” Strategy Tools for your Personal Estate

  • Complimentary Estate Plan Consultation

REGISTER TO LEARN
  • The benefits and importance of having an estate plan

  • The differences between wills and trusts

  • How to plan for incapacitation and what to do when a loved one dies

  • How to avoid probate and its associated costs, and minimize taxes

  • Strategies to protect your assets from creditors and the government

WHAT THIS COURSE INCLUDES:
  • Classroom Instruction and Course Textbook

  • Tools to Develop a Personalized Estate Plan

  • “Big Picture” Strategy Tools for your Personal Estate

  • Complimentary Estate Plan Consultation

Testimonials
Register Now

Course Syllabus

SOCIAL SECURITY BASICS

Before the Social Security Act, vast numbers of aged people, and people nearing old age, the loss of their savings brought with it the prospect of living their remaining years in destitution. Learn the modern realities of Social Security and how it fits into Retirement Planning.

YOU’LL LEARN ABOUT:

  1. Social Security and Its Purpose
    Before the Social Security Act, vast numbers of aged people, and people nearing old age, the loss of their savings brought with it the prospect of living their remaining years in destitution. Learn the modern realities of Social Security and how it fits into Retirement Planning.
  2. History and Future of Social Security
  3. How Social Security Works
  4. How Your Benefits Are Calculated
  5. Why Social Security Is Important
TAXES AND YOUR BENEFITS

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

YOU’LL LEARN ABOUT:

  1. Social Security Income Taxation
  2. Social Security And Tax Strategies
WORKING AND SOCIAL SECURITY

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

YOU’LL LEARN ABOUT:

  1. How Continuing To Work Affect Social Security Benefits
  2. How To Avoid a Reduction in Benefits
  3. Turning Social Security Benefits On & 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 situation and learn about strategies that could potentially help maximize your benefits.
YOU’LL LEARN ABOUT:
  1. Why Use A Strategy
  2. When Should You Apply For Benefits
  3. Claiming Strategies for Single Individuals
  4. Claiming Strategies for Married Couples
  5. Claiming Strategies for Divorced Individuals
  6. Survivor Benefits
  7. 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 is a whole slew of other rules to take into account.
YOU’LL LEARN ABOUT:
  1. How A Pension Affects Social Security Benefits
  2. Windfall Elimination Provision
  3. Government Pension Offset
  4. How to Maximize Social Security With A Government Pension
MAKING BENEFIT DECISIONS
Finally comes the time to make decisions about your Social Security Benefits.  Learn how to execute everything you have learned in the course.
YOU’LL LEARN ABOUT:
  1. How To Determine Which Strategy To Use
  2. How To Contact The Social Security Office
  3. How To File For Benefits
  4. Social Security Income And Retirement Planning

Testimonials From Students

After taking this class I learned the best strategy for collecting my social security benefits and know that I am not leaving anything on the table.  I am thankful for the instructors and the college for having this class available. I highly recommend this class for EVERYONE!

Randy Arms, Midlothian, TX

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 in retirement.  We never realized how much we were leaving on the table.  I definitely recommend this course for any person or spouse who will be collecting social security benefits.

Cindy Cox, Grand Prairie, TX

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 Lundelius, Fort Worth, TX
Register Now
MALLICK TOWER
101 SUMMIT AVENUE
SUITE 910
FORT WORTH, TX 76102

(817) 210-3444
INFO@STRITTMATTERWEALTH.COM

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