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
Nic Yeomans is the President and Chief Compliance Officer at Yeomans Consulting Group, Inc. In his 16th year of practice, Nic is a Certified Financial Planner where he primarily focuses on advanced tax and estate planning for business owners, medical professionals, and retirees. Nic has a passion to educate his clients and peers, often teaching classes and hosting Q&A sessions.
Nic graduated from Lee University and continued his education at Emory University where he graduated from The Learning Institute for Financial Executives and received his Certificate in Financial Planning. He is also a member of the International Association of Registered Financial Consultants.
Outside of work, Nic has been married to his college sweetheart Suzette for 15 years; together they have 3 daughters and 2 dogs. They are active members at North Metro Church in Marietta, and in their free time, they enjoy traveling and discovering new restaurants. A few times a month you will find Nic on the golf course or hosting a guy’s night to watch UFC fights.
#1: Social Security and Retirement Income Planning
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