Retirement – Social Security

Course Description and Objective: 

This course will show you a conservative approach to wise money management and help you identify lifestyle issues facing retirees.  Attendees will learn how to maximize income, investments, and retirement plans.  You will learn how to protect your hard earned assets from erosion due to inflation and the possible cost of long term health care. This course will help you understand how Social Security can affect your benefits and the possibilities you have for optimizing your benefits.  We will cover a brief history of Social Security, the common questions around when you claim for Social Security and the options, and how to optimize your retirement income. This course is ideal for those who have not yet begun taking their Social Security payments.

  • Life Planning in Retirement
  • Financial Concerns
  • Investments
  • Insurance
  • Social Security
  • Financial Markets Legacy and Estate Issues