Social Security

Understand Social Security strategies and develop a private pension plan

Topics

What you’ll learn

  • Strategies for how and when to file depending on your personal situation.

    • Developing a strategy for timing your Social Security benefits is based on a number of factors unique to you, your life expectancy and your financial situation in retirement.

  • Advantages for married couples who coordinate the timing of their benefits.

    • Discover different strategies for coordinating your benefits with your spouse’s benefits to maximize the Social Security retirement income you’ve worked long and hard to earn.

  • Ways to claim a spousal benefit even if you’re divorced or widowed.

    • Don’t miss out on the benefits you deserve. Learn the ins and outs of the Social Security Administration’s rules for claiming a spousal benefit if you’re widowed or divorced.

  • How Social Security works in relation to your 401k and IRA retirement savings.

    • The good news – distributions from your 401k and IRA do not affect the Social Security benefits you receive. However, it’s important to understand how your taxes are affected.

  • How to minimize taxes on your Social Security benefits and so much more.

    • Depending on your combined income, up to 85% of your Social Security benefit is subject to federal income taxes. Learn strategies to reduce your tax burden in retirement.

Free Report

When you attend our workshop, you can get a no cost personalized Social Security timing report that provides information to help optimize your Social Security retirement benefits.

WHAT TO EXPECT

Get answers to questions you never

thought to ask

Our workshops are guaranteed to provide you with these benefits and many more.

Real-world training from industry professionals

Our specialists have helped thousands of individuals find financial clarity and chart their path to retirement.

Up to date information on the topics presented

Our educational workshops are updated every year and are the source of the most up-to-date information in the industry.

An Interactive learning environment with peers

Ask and listen to questions answered by a professional in real time. This helps foster a deeper understanding of the material.

It's your finances.

We're here to help

you learn.

Taught by qualified financial professionals

From the comfort of your home to live seminars, we are a network of established experts providing critical information for various life decisions.

Extension Education Services is a marketing & retirement educational company.  Extension Education Services is not affiliated or endorsed by the Federal Government or the Social Security Administration.


Extension Educaiton Services is located at 1065 PA-315 Suite 103, Wilkes-Barre, PA 18702.  Professionals in Extension Education Services network are licensed professionals who are either CPAs, attorney's, financial professionals and or insurance professionals.  Extension Education Services professionals who conduct Federal education hold the Federal Retirement Consultant designation (FRC). 

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