Strategies for Social Security and Retirement Income

Instructor will delve into the both the history and the basics of Social Security to assist students in making important lifetime decisions. In this fast-paced class, students with 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

Flex Delivery Method

For your safety and convenience, we now offer our professional certificate courses in this new format.

Flex:

Do you prefer to learn in our classroom or the comfort of your home? With our new Flex course format, you decide what works best for you. Our courses are taught live at a specific day and time in our clean, socially-distanced classroom and are simultaneously broadcast to our virtual classroom. With this flexible format, you choose one option when you register: to join the instructor in the physical classroom or join the class meeting remotely. Either way, you get the same quality instruction from an industry professional in a live meeting with other learners.