What?
University Classroom Instruction on Social Security Optimization
Where?
DFW-Area College Campuses: UTA, Tarleton Fort Worth, and TCC South
WheN?
Multiple Convenient Dates Offered in throughout Spring, Summer, and Fall
Social Security Secrets™
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.
Register today to learn how to:
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
Take a look at the four things that are included in this course:
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 Retirement Plan. Classes are led by a CERTIFIED FINANCIAL PLANNER™ who fills the 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, private one-on-one 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.
Request the official Social Security Secrets™ Course Catalog to get all the class details for this semester.
Class Outline and Syllabus:
I. 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?
II. 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
III. 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
IV. 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
V. 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
VI. Plan for Withdrawal
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
Our new financial education semester starts soon! Get all the information you need on courses, new topics, class dates, and college locations.
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.
This course is taught by industry-leading financial professionals. Meet your instructors:
Josh Strittmatter, CFP® CRC®
Josh has been teaching Retirement Planning and several other financial subjects at local colleges and universities since 2010. His passion is education, and he believes knowledge and financial literacy are important for everyone.
Kelly Buchfink, CFP®
Kelly has been in the financial industry since 2001 and enjoys applying her experience to teaching. She cares about educating others and hopes they gain knowledge and inspiration to help them meet their next financial goal.
Get In Touch
Questions or comments? Contact us through the methods below, and a colleague at Strittmatter Wealth Management Group will be in touch within 24 hours:
Ready to get started? Click here to schedule a complimentary consultation with one of our friendly advisors today:
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At Strittmatter Wealth Management Group, we believe in the pursuit of true wealth, which allows our clients to focus on the things in life that truly matter. Our core purpose is to help our clients achieve true wealth by providing them with options and strategies best suited to their unique financial goals and objectives.
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