Unlocking Social Security: Maximizing Your Benefits & Future

Schedule

Tue Sep 09 2025 at 11:30 am to 12:30 pm

UTC-05:00

Location

13145 Spring Cypress Rd | Cypress, TX

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Learn who qualifies for Social Security, when benefits start, spousal & survivor perks, tax rules, and how to maximize your payouts!
About this Event

Class IN PERSON ONLY - 13145 Spring Cypress Rd Bldg. 2, Cypress, TX 77429

Social Security is a key component of retirement planning, but understanding how to maximize your benefits can make a significant difference in your financial future. In this class, you’ll learn the essential strategies for making the most of your Social Security benefits, helping you or your clients make informed decisions about retirement.

Topics covered include:
Qualifying for Social Security benefits: Understanding eligibility requirements
When benefits become available: Claiming strategies and age-related considerations
Spousal and survivor benefits: How to optimize benefits for married couples and widows/widowers
Benefit reductions and increases: How early or delayed claiming impacts payments
Taxation of Social Security benefits: What you need to know about taxes on your benefits
By the end of this course, you’ll have a solid understanding of Social Security rules, strategies for maximizing benefits, and how to avoid common pitfalls that could reduce your retirement income. Whether you’re planning for your own retirement or advising others, this class will provide valuable insights to help you secure a more stable financial future.


Maximize Social Security Benefits In Retirement / TREC Course #48367

Instructed by:
Chris Wooldridge
Financial Advisor I Registered Representative
Western & Southern Financial Group
1616 S Voss Rd, #500, Houston TX 77057
832-623-4268
[email protected]
W&S Brokerage Services Registered Representative #06555 / Insurance License #2958061
Lunch Sponsor:
Kaye McGill, Great American Title
Business Development Manager
[email protected]
281.598.4700, office
713.614.4557, cell

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Where is it happening?

13145 Spring Cypress Rd, 13145 Spring Cypress Road, Cypress, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

RE\/MAX Universal

Host or Publisher RE/MAX Universal

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