CLASS SYLLABUS

QUALITY FINANCIAL EDUCATION COURSES AT A RESPECTED COLLEGE NEAR YOU

Register today to learn how to:

  • 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 the new 2022 Social Security law changes may affect you

Why should you attend?

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.

Who is this class for?

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.

“The average Social Security retirement benefit in January 2022
was $1,614 per month, or about $19,370 per year.”*

SOCIAL SECURITY SECRETS: FINANCIAL EDUCATION COURSE FOR ADULTS

Your Instructors

Josh W. Strittmatter, CFP® CRC®

Josh has been teaching Social Security Secrets and several other financial subjects at many colleges and universities since 2010. His passion is education, and he believes knowledge and financial literacy are important for every person.

Kelly Buchfink, CFP®

Kelly has been in the financial industry since 2001 and enjoys applying her knowledge and experience to teaching. She enjoys educating others and hopes they gain understanding and inspiration to assist them in meeting their next financial goal.

Investment Advisory and Financial Planning Services offered through
SWMG, LLC, a Registered Investment Adviser.

*https://www.cbpp.org/research/social-security/top-ten-facts-about-social-security