Social Security Secrets: When to File, How to Maximize, and What Changed
Schedule
Thu Apr 30 2026 at 05:30 pm to 07:00 pm
UTC-05:00Location
T-Werx Coworking | Cedar Park, TX
About this Event
π« Don't file for Social Security until you see this.
Most people approaching retirement make at least one costly Social Security mistake β and many don't find out until it's too late to fix it.
Join Jeff Kikel, Chartered Retirement Planning Counselor (CRPC), for a FREE 90-minute workshop:
π
[DATE] | 5:30β7:00pm
π T-Werx Coworking | 1320 Arrow Point Dr, Ste 501, Cedar Park, TX
ποΈ Free β limited to 20 seats
In this workshop, you'll learn:
β When to file to maximize your lifetime benefit β the math most people get wrong
β What just changed with the Social Security Fairness Act (January 2025) β and how it may affect YOUR benefit
β Spousal, survivor, and divorced spouse strategies most advisors don't mention
β How Social Security income is taxed β and how to legally reduce it
β The break-even analysis β when delaying actually pays and when it doesn't
This is an educational workshop. No products will be sold. No pressure. Just the information you need to make a confident decision.
Reserve your free seat below or text SOCIAL to 512-785-9238 with your name and email and we'll register you personally.
Presenter: Jeff Kikel is a Chartered Retirement Planning Counselor (CRPC) and Chartered Financial Consultant (ChFC) with 30+ years in financial planning and tax planning. Jeff has also completed the IRS's 2026 Annual Filing Season Program and is a candidate for the Enrolled Agent (EA) Designation. He is the author of multiple books on retirement income strategy, including "Social Security Essentials" and "The Retirement Income Equation."
Agenda
π: 05:30 PM - 05:35 PM
Welcome and housekeeping
π: 05:35 AM - 05:50 PM
Social Security fundamentals
π: 05:50 PM - 06:20 PM
Filing strategies β the decision matrix
π: 06:20 PM - 06:35 PM
What just changed β Social Security Fairness Act
π: 06:35 PM - 06:45 PM
The tax side of Social Security
π: 06:45 PM - 06:55 PM
Q&A
π: 06:55 PM - 07:00 PM
Final Wrap Up
Where is it happening?
T-Werx Coworking, 1320 Arrow Point Drive, Cedar Park, United StatesEvent Location & Nearby Stays:
USD 0.00


















