$20 – $24

Maximizing Social Security- Saturday September 30th 9:30am -11:30am

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Calabasas Senior Center

300 Civic Center Way

Calabasas, CA 91302

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Saturday, September 30th, 2017

9:30am - 11:30am

300 Civic Center Way
Calabasas CA 91302
(818) 224-1777

NOTE: Current auto GPS systems will not be able to guide to the new Calabasas Senior Center.

Please use one of the links below for custom directions to the Calabasas Senior Center:

From South and East of Calabasas (including Los Angeles):

  • Drive on Highway 101 North towards Ventura
  • Take the Parkway Calabasas exit (exit #30)
  • Turn Left off the exit onto Ventura Blvd
  • After about 200 feet, take first Left onto Parkway Calabasas
  • Turn Left onto Park Sorrento and the Civic Center will be ahead on your right

From North and West of Calabasas:

  • Drive on Highway 101 South towards Los Angeles
  • Take Parkway Calabasas exit (exit #30)
  • Turn Left off the exit onto Calabasas Road
  • After 3/10 of a mile, turn Right onto Parkway Calabasas
  • Turn Left onto Park Sorrento and the Civic Center will be ahead on your right

Maximizing Social Security is a course designed for those looking for options in when and how to take their Social Security. Did you know there are 567 ways to claim Social Security? It is one of the most valuable and least understood benefits available to retirees today.

Advanced planning is essential, and the decisions made have a tremendous impact on the total amount of benefits you receive over your lifetime. This course will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Attendees will receive a workbook.

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:

  • Know the history of Social Security
  • Understand the reductions for taking benefits early
  • Be acquainted with the issues involved in the solvency of Social Security
  • Estimate your benefits
  • Estimate the taxation of your benefits
  • Understand the reasons for late claiming of benefits
  • Know your spousal, divorced spouse, widow, & widower benefits
  • Understand how the COLAs affect benefits
  • Know the reduction of benefits while you work
  • Know where Social Security fits in with your other source of income

Your Reading Material

The course uses the workbook, "Maximizing Social Security". It will be provided for you in 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.

*Please note that if you are securities licensed you may attend this course for a $2000 fee. Licensed financial professionals may contact us for payment terms and conditions.
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Calabasas Senior Center

300 Civic Center Way

Calabasas, CA 91302

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