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Seminar and Events

As financial advisors who specialize in helping you understand the Social Security system, we have prepared an educational workshop titled “Savvy Social Security Planning: What Baby Boomers Need To Know To Maximize Retirement Income.”

At This Workshop You Will Learn:

  • Five factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits -- and when it does not
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income

Spring 2024 Social Security Class Schedule

The workshop is designed to help baby boomers better understand the Social Security system so that they can maximize their lifetime income and receive all of the benefits that they are entitled to from the program. After being told for years that Social Security is “going broke,” baby boomers are realizing that it will soon be their turn to collect. But the decisions they make now can have a material impact on the total amount of benefits they stand to receive over their lifetime.

Please see our current schedule for Workshop dates and locations.

If you are a tax or legal professional, we would be happy to meet with you to further explain the program and discuss how we can present a seminar for your clients.

Registered Representatives of United Planners do not offer tax or legal advice. For advice concerning your own situation, please consult with your tax or legal advisor.