Students can expect to learn:
- Social Security basics: eligibility, benefits, claiming
- Claiming strategies: optimal retirement age, spousal benefits
- Earnings limits: impact on benefits, tax implications
- Survivor and disability benefits: eligibility, considerations
- Coordination with other retirement income sources
- Social Security statements: how to access and understand
- Filing options: online, in person, and by phone
- Taxation of Social Security benefits
- Maximizing lifetime benefits: delay vs. early claiming
- Family benefits: spouse, dependent, and survivor benefits
- Social Security changes: updates and adjustments
- Personalized retirement income planning strategies
Nicholas Yeomans
Nicholas Yeomans, President and Chief Compliance Officer (CCO) of Yeomans Consulting Group, Inc., brings over 20 years of experience to his role. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and fiduciary, Nic specializes in tax planning, estate planning, and retirement income strategies, providing clients with education and understanding so they can make important financial decisions for a successful retirement.
With a planning background and a dedication to serving clients, Nic graduated from Lee University and earned his Certificate in Financial Planning from Emory University. He’s married to his college sweetheart, Suzette, and they have three daughters and three dogs. Active members of North Metro Church in Marietta, they enjoy traveling and trying new restaurants. Nic’s background as a competitive athlete instilled discipline and respect, values he brings to both his personal and professional life.
#1: Social Security and Retirement Income Planning
Financial Aid Options
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