Welcome to AFEA:: American Financial Education Alliance

Event Date : 12-JUN-2025
Event Location :
The Point at Otterbein University
60 Collegeview Rd
Westerville, Ohio 43081
Price : $ 0
Instructor: Joe Overfield

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EVENT LOCATION

Venue : The Point at Otterbein University

Address : 60 Collegeview Rd

City : Westerville

State : Ohio

Zip Code : 43081

Room : Room 164

Class Start at : Thu, 12-Jun-2025, 06:30 PM - 08:00 PM

Special Instructions : Class located in Room 164

Course Description

Social Security Benefit Options

What you will learn

As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains a major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision.

How to properly file for Social Security benefits
How to maximize the amount you are eligible for
How to avoid common mistakes people make when claiming their benefits
How to optimize your assets to minimize or avoid paying taxes on your Social Security benefits
How much income you can make and still draw Social Security
How Social Security is taxed
How to file and restrict benefits
How to claim a spouses benefit even if divorced

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.

HEAR WHAT OTHERS ARE SAYING ABOUT AFEA CLASSES

Attended a Social Security Benefit Options Class. Great Overview! I appreciate the non-biased presentation! B. Lanton - Littleton, CO

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HEAR WHAT OTHERS ARE SAYING ABOUT AFEA CLASSES

" A good way to jump start your knowledge about Social Security" "A relaxed atmosphere to hear a comprehensive presentation on SS" - Bob and Laurel

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HEAR WHAT OTHERS ARE SAYING ABOUT AFEA CLASSES

I met with Jeff and Greg about a year ago because I was very concerned about my financial future and wondered if I would have enough money to retire. At our free strategy session they shared some ideas and strategies with me that I had no idea existed! Because of their thoughtfulness and superior knowledge and skills, I am now receiving a monthly Social Security check of over $2,000 a month! These wonderful, thoughtful, and caring guys have made it possible for me to retire in May 2016 and realize my dream of moving south. ~ Marilyn M. Erie Chapter AFEA

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HEAR WHAT OTHERS ARE SAYING ABOUT AFEA CLASSES

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