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Maximizing Social Security [Saturday Morning October 5, 2019] / Diablo Valley Community College Campus) / Class from 9:30 AM to 12:00 PM / Humanities Bldg., Room 113

NORCAL ADULT FINANCIAL EDUCATION

Saturday, October 5, 2019 from 9:30 AM to 12:00 PM (PDT)

Maximizing Social Security [Saturday Morning October...

Registration Information

Registration Type Remaining Sales End Price Fee Quantity
(Husband and Wife Registration For Dual Attendance) Select 2 in the Quantity Drop-down box
Total $29 for Husband & Wife
25 Registrations Ended $14.50 $0.00
Registration over phone Single and Couple
Phone Registration for Single and Couple
25 Registrations Ended $39.00 $0.00

Share Maximizing Social Security [Saturday Morning October 5, 2019] / Diablo Valley Community College Campus) / Class from 9:30 AM to 12:00 PM / Humanities Bldg., Room 113

Event Details

             

         

 

 

 Maximizing Social Security

Course Syllabus

Course Description

This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning. The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement.

This is not a financial seminar; this is a financial course of study where you will leave with the knowl­edge and information needed to make decisions about Social Security benefits.

Course Objectives

The objectives of this course are to provide you with the tools, insight, and proven strategies that will allow you to make informed decisions about Social Security. This course will teach you easy-to-understand strategies on how to maximize your benefits. By the end of this course, you should be able to:

  1. Know the history of Social Security
  2. Understand the reductions for taking benefits early
  3. Be acquainted with the issues involved in the solvency of Social Security
  4. Estimate your benefits
  5. Estimate the taxation of your benefits
  6. Understand the reasons for late claiming of benefits
  7. Know your spousal, divorced spouse, widow, & widower benefits
  8. Understand how the COLAs affect benefits
  9. Know the reduction of benefits while you work
  10. Know where Social Security fits in with your other source of income

Your Reading Material

The course uses the workbook, “Maximizing Social Security” by author David P. Vick. It will be provided for you in the first class.

Course Participation

If you are looking for answers to questions about when you should begin your Social Security benefits, how you can manage taxation of benefits, how working will affect your benefits, or strategies to get the most out of your benefits, then you will believe this course is time and money well spent.

 The best way to profit from this course is to follow the interactive workbook and participate in the classroom discussions as you feel comfortable.

Course Outline

Below is an outline of the content of the course.

  • By the Numbers
  • Yesterday & Today
  • Qualifying for Social Security Benefits
    • Benefits Tied to Your Work Record
    • Benefits for Spouses
    • Benefits for Divorced Spouses
    • Benefits for Widows and Widowers
    • Working While You Receive Benefits
    • Calculating Your Retirement Benefits
    • How to Find Your Social Security Benefit Amount
    • Taking Benefits Before Full Retirement Age
    • How COLAs Affect Benefits
    • Taxation of Benefits
    • Windfall Elimination Provision & Government Pension Offsets
    • Medicare & Social Security
    • The Future of Social Security: Solvency Issues and Reform Proposals
    • Strategies for Maximizing Your Social Security
    • Six Pillars of Retirement Income

Course Instructors

Course Instructors come from the financial services industry. They bring many years of experience to the classroom and enhance the course with “Real World” examples of many of the principles being taught. This course is interactive and your participation is encouraged, but not required.

Communication with Instructor

The instructor is open for questions and inquiries about the material covered by the course and may be reached by telephone or email. Contact information is as follows:

 

 

 

Have questions about Maximizing Social Security [Saturday Morning October 5, 2019] / Diablo Valley Community College Campus) / Class from 9:30 AM to 12:00 PM / Humanities Bldg., Room 113? Contact NORCAL ADULT FINANCIAL EDUCATION

When & Where


Diablo Valley College
321 Golf Club Rd.
Pleasant Hill, CA 94523

Saturday, October 5, 2019 from 9:30 AM to 12:00 PM (PDT)


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Organizer

NORCAL ADULT FINANCIAL EDUCATION

Call (707) 637- 9141 if you have a question or need help. 

 

KEITH JAMES Ponthieux started his career in 1987 with the legendary entrepreneur, A.L. Williams, who turned the life insurance industry upside down. Keith became fascinated with Williams and his common sense teaching and understanding of the complex financial industry and became an educator like his mentor. In 1992 he started working exclusively with the senior community in regard to their specific challenges at such a critical time in their lives.

 

He has conducted over 300 workshops helping families learn how to: Reduce portfolio risk when investing in the stock market, Create no-risk and above average return retirement accounts, Create tax-free and above average return retirement accounts, Maximize lifetime Social Security benefits, Transition from employer provided comprehensive health care to Medicare, Avoid probate with revocable living trusts and Eliminate debt efficiently.

 

Keith was one of the very first “non-lawyer” advisors in Vallejo to help seniors avoid probate of their estate with revocable living trusts. In 2002 he became the first and only person in Vallejo and Benicia to hold the IRA Distribution Specialist designation, awarded by Robert Keebler, CPA, MST. 

 

Several of his articles have been published in the Vallejo Times and the Contra Costa Times. In 2003 he co-authored a book with a local CPA, titled: Asset Protection & Wealth Preservation.

 

Formerly NASD registered representative and principle.  Currently: Insurance Licensed No.: 0799666, 0C24368 various licensed carriers; SERIES 65 LICENSED (IAR) Investment Advisor Representative of Pacific Equity which is a state registered investment advisory company. 

   

Call (707) 637- 9141 if you have a question or need help.



     

 


 

 
 
 
 
  Contact the Organizer
NorCal Financial Education is not connected with, affiliated with or endorsed by United States government or the Social Security Administration. The local adviser offering adult financial education courses may be an insurance agent, financial adviser, accountant or attorney. KEITH JAMES Ponthieux is an investment adviser representative of Pacific Equity, LLC, which is a state registered investment adviser. Advisers may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. Insurance License No.: 0799666, 0C24368 various licensed carriers

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