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Maximizing Social Security

Maximizing Social Security

Tuesday, March 19, 2019

6:00p - 8:00p CST

Ventura Adult and Continuing Education

Ventura Adult and Continuing Education

5200 Valentine Road
Ventura, CA 93003
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Adult Financial Educational Services [email protected]


Thomas Swan

Course Objectives
The objectives of this course are to provide you with the tools, insight, and proven strategies that will allow you to make informed decisions about Social Security. This course will teach you easy-to-understand strategies on how to maximize your benefits.

By the end of this course, you should be able to:
1. Know the history of Social Security
2. Understand the reductions for taking benefits early
3. Be acquainted with the issues involved in the solvency of Social Security
4. Estimate your benefits
5. Estimate the taxation of your benefits
6. Understand the reasons for late claiming of benefits
7. Know your spousal, divorced spouse, widow, & widower benefits
8. Understand how the COLAs affect benefits
9. Know the reduction of benefits while you work
10. Know where Social Security fits in with your other source of income

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