Live Event
Free · No sales pitch
Social Security and Estate Planning
Tuesday, November 17, 2026
6:00 PM
Reno, NV
DM
David Mello
Presenter · AFEA Coach
KA
Kurt Allenbaugh
Presenter · AFEA Coach
Bartley Ranch Regional Park - Western Heritage Interpretive Center
6000 Bartley Ranch Rd, Reno, NV 89511
About this class
- 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
- Understanding probate
- The importance of wills, living wills, health care powers of attorney
- Do you need a trust
- How to guarantee your income for the rest of your life & your spouse's life
- How to maximize the living & death benefits of life insurance
- How to use current IRS tax codes to create a tax free retirement
- How to keep your estate private
- The most common estate planning traps to avoid
Course