Unlocking Social Security: Maximizing Your Benefits & Future

Class IN PERSON ONLY - 13145 Spring Cypress Rd Bldg. 2, Cypress, TX 77429

Social Security is a key component of retirement planning, but understanding how to maximize your benefits can make a significant difference in your financial future. In this class, you’ll learn the essential strategies for making the most of your Social Security benefits, helping you or your clients make informed decisions about retirement.

Topics covered include:
Qualifying for Social Security benefits: Understanding eligibility requirements
When benefits become available: Claiming strategies and age-related considerations
Spousal and survivor benefits: How to optimize benefits for married couples and widows/widowers
Benefit reductions and increases: How early or delayed claiming impacts payments
Taxation of Social Security benefits: What you need to know about taxes on your benefits
By the end of this course, you’ll have a solid understanding of Social Security rules, strategies for maximizing benefits, and how to avoid common pitfalls that could reduce your retirement income. Whether you’re planning for your own retirement or advising others, this class will provide valuable insights to help you secure a more stable financial future.

Maximize Social Security Benefits In Retirement / TREC Course #48367

Instructed by:
Chris Wooldridge
Financial Advisor I Registered Representative
Western & Southern Financial Group
1616 S Voss Rd, #500, Houston TX 77057
832-623-4268
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W&S Brokerage Services Registered Representative #06555 / Insurance License #2958061

Lunch Sponsor:
Kaye McGill, Great American Title
Business Development Manager
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281.598.4700, office
713.614.4557, cell

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