Social Security Benefits & Tax Strategies

Presented by Retirement Money School

Learn when to consider taking your Social Security benefits and retirement tax strategies.

Scheduled Dates

  • Thursday - May 15th, 2025

  • Wednesday - May 21st, 2025


Make Smart Social Security Decisions Before It’s Too Late


At our free retirement workshop, we’ll break down the

3 biggest mistake retirees make when it comes to Social Security:


✅ Filing at the wrong time — and leaving money on the table

✅ Not planning for taxes — which can shrink your benefits

✅ Looking at Social Security in isolation — without a full retirement strategy


This is real education, not a sales pitch led by our

family run fiduciary team who’s been helping local families prepare for retirement the right way.

Reserve your spot now and make sure your Social Security plan works for you, not against you.

Date: May 15th & 21st , 2025

Time: 6:30pm

Location: Hampton Inn Suites - 55 Draper Ave - N. Attleboro MA, 02760

There are over 96 different ways a single person can collect there Social Security benefits, and there are over 500 different ways a couple can collect there Social Security Benefits. But the truth is there is only one that is right for you.

Don’t Miss Out & Join Us Live!

Getting Close to Retirement?

Before you file for Social Security, make sure you avoid the 3 biggest mistakes:


✅ Filing at the wrong time

✅ Not planning for taxes

✅ Treating Social Security like a stand-alone decision

We’ll show you how to get it right — and how it all fits into your full retirement plan.

Reserve your seat for the free workshop now.

Small-Group - Large Mindset

Come learn in a classroom style event where we will provide worksheets and extra bonus for those that attend. All information, will be valuable piece in heading into retirement and making it fulfilling one.


Click the button below and register!

What You'll Learn

Heading into retirement can be a daunting task and there are many pitfalls and thing to consider. Some decisions like collecting your benefits once they a re elected can't be change so you want to make sure you get it right the first time. Come learn these major concerns most people heading into retirement have:

  • When to take your Social Security benefits?

  • How to save taxes in retirement?

  • How to get the most out of our Social Security?

  • Whats should I be considering if I take my Social Security benefits before age 67?

  • How does me working part time affect my retirement

  • How do I fit Social Security into my retirement plan?

Join us at

Retirement Money School

Click the button below to check out our educational company


Disclaimer: Retirement Money School LLC is not a registered investment, legal or tax advisor or a broker/dealer. All investment/financial opinions expressed in this course are based on personal research and experience and are intended as educational material only. Although best efforts are made to ensure that all information is accurate and up to date, occasionally unintended errors and misprints may occur. Investing involves risk. Invest at your own risk.
Income

Liability Disclaimer: By reading this website or the documents it offers, you assume all risks associated with using the advice given, with a full understanding that you, solely, are responsible for anything that may occur as a result of putting this information into action in any way, and regardless of your interpretation of the advice. You further agree that our company cannot be held responsible in any way for the success or failure of your business as a result of the information provided by our company. It is your responsibility to conduct your own due diligence regarding the safe and successful operation of your business if you intend to apply any of our information in any way to your business operations. In summary, you understand that we make absolutely no guarantees regarding income as a result of applying this information, as well as the fact that you are solely responsible for the results of any action taken on your part as a result of any given information. In addition, for all intents and purposes you agree that our content is to be considered "for entertainment purposes only". Always seek the advice of a professional when making financial, tax, or business decisions. 

Guarantee Terms: The Conditional Guarantee Is Not A Promise Of Payout Whatsoever. It's Merely There To Show You That We're Confident About What We're Offering. To Qualify For The Conditional Guarantee You Must Show Clear Cut Evidence That You've Done The Work And Asked For Help And We Weren't Able To Solve The Problem. We do not however guarantee specific results or rewards in any form.

© Copyright 2023. Retirement Money School. All rights reserved.