Retirement Income Planning and Social Security Strategies – Community and Professional Education
Retirement Income Planning and Social Security Strategies
Personal Finance
$49
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Early bird gets the discount! Save Money And Avoid The Late Fee! Exclusions apply! See all CPE Discounts

Community & Professional Education Open House | First Wednesday of each month at 5:30 PM

The instructor will delve into both the history and the basics of Social Security to assist students in making important lifetime decisions. In this fast-paced class, students will learn the following:
– History and basics of Social Security
– Social Security income strategies for married couples
– Taxation (and double Taxation) on Social Security
– Penalties on your Social Security
– Retirement Income Strategies with 401k’s and IRA’s
– New Required Minimum Distribution Rules – The Secure Act
– Tax-Free Retirement Income Strategies

Nicholas Yeomans

Nicholas Yeomans, Wealth Manager and Partner of Merit Financial Advisors, 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: Retirement Income Planning and Social Security Strategies

Start/End: 11/18/2026 to 11/18/2026
Fee: $49
Delivery: Classroom
Location: KSU Center
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$49
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