Retirement Income Planning and Social Security Strategies
Personal Finance
$49
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, 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.
| Class ID | 43969 |
| Start Date | November 18, 2026 |
| End Date | November 18, 2026 |
| Delivery | Classroom |
| Location | KSU Center |
| Sessions | 1 |
| Weeks | 1 |
| Total Hours | 2.5 |
| CEUs | 0.0 |
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