Understanding Social Security and Retirement Income Planning

Understanding Social Security and Retirement Income Planning


As retirement approaches, one of the most significant financial choices you'll face is determining when to commence receiving your Social Security retirement benefits. In an era where traditional pensions are becoming increasingly rare, Social Security stands out as a pivotal source of dependable, lifelong retirement income for the majority of Americans. Therefore, it is crucial to invest the time in examining your available options and making a well-informed, thoughtful decision.

Retirement income planning is a comprehensive process aimed at gauging the financial requirements for your retirement years, enabling you to maintain the desired lifestyle during this phase of life. The essence of this process lies in strategically positioning your assets to generate the necessary income. While there is no universal "one-size-fits-all" plan, there are actionable steps you can take to enhance the likelihood of achieving a financially secure retirement.

What You Will Learn

Tuition Includes

TUITION FUNDRAISING ALLOCATION: 

By attending this class, you are supporting our efforts to give back to our local community. Proceeds are donated to the Chapter President’s charity of choice.  We thank you for your support!

AS AN ADDED BONUS FOR ATTENDING THIS WORKSHOP

All course attendees will automatically receive a COMPLIMENTARY Membership to the American Financial Education Alliance (AFEA) where you will gain 24/7 access to the following:

Who Should Attend

Information and Legal Disclosure about AFEA

AFEA, The American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real world experience in their field. They have been required to pass a series of training sessions on how to properly educate in a not for profit setting before becoming a Personal Financial Coach and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies and no selling is allowed. AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal or Financial Advice. Attendees should seek the assistance of a professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.

Hypothetical and/or actual historical returns contained in this presentation are for informational purposes only and are not intended to be an offer, solicitation, or recommendation. Rates of return are not guaranteed and are for illustrative purposes only.

Projected rates do not reflect the actual or expected performance within any example or financial product. Past performance does not guarantee future results.

This workshop is strictly informational; no products will be sold or endorsed at the class. The American Financial Education Alliance (AFEA) is not associated with the Social Security Administration or any other government agency.