Thursday - May 15th, 2025
Wednesday - May 21st, 2025
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.
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.
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.
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!
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?
Retirement Money School
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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.
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