COURSE SYLLABUS
What You Need to Know to Get the Most Out of Your Benefit
Course Description
This course provides fundamental working knowledge of the Social Security benefit program as it applies to retirement planning. You will gain access to information that will address the complexities of navigating the system, the potential cost of planning mistakes, common benefit decision scenarios, the treatment of inflation and taxes, and so much more.
This is not a financial sales seminar; this is a financial course of study where you will leave with the knowledge that can help you make sound decisions about your Social Security benefits.
COURSE OUTLINE
- Retirement Benefit Calculation and Key Definitions
- Planning Challenges
- The Potential Cost of Planning Mistakes
- 4 Common Decision Scenarios
- COLA and Taxation of Benefits
- Handling a Benefit Claim Mistake
- Strategies for Maximizing Your Benefit
Course Objectives
This course provides fundamental working knowledge of the Social Security benefit program as it applies to retirement planning. You will gain access to information that will address the complexities of navigating the system, the potential cost of planning mistakes, common benefit decision scenarios, the treatment of inflation and taxes, and so much more.
This is not a financial sales seminar; this is a financial course of study where you will leave with the knowledge that can help you make sound decisions about your Social Security benefits.
- The complexities of the system and why it’s crucial to make the right claiming decisions.
- The role Social Security plays in your overall retirement income.
- The monetary consequences and benefits of claiming early versus delaying.
- The key spousal decisions and benefits surrounding marriage, divorce, and death.
- How your benefit is structured to help combat inflation but potentially adds to your tax liabilities.
Workbook
To maximize the value of the course, you will be provided with a workbook that will provide you with critical course information and allow you to take notes and write down any questions.
Participation
This course is designed to be interactive and your participation is encouraged, but not required. However, if you are looking for answers to questions about your Social Security benefits, then the best way to profit from this course is to follow the interactive workbook and participate in the classroom discussions as you feel comfortable.
Instructors
AFES instructors come from the financial services industry. They bring professional experience to the classroom and enhance the course with “real world” examples of many of the principles being taught.
John P. Miller
- AFES Instructor
- Phone: 904-502-3417
- Email John
Adult Financial Education Services (AFES) is a national not-forprofit organization that is dedicated to improving financial literacy for those nearing and in retirement. AFES has educated thousands of individuals and families from coast-to-coast on topics including Social Security, taxes, and retirement planning strategies. AFES instructors are active professionals in the financial services industry and have the appropriate training and licensing to discuss the topics presented in each course. AFES courses are strictly educational and are designed to provide participants with objective information that will aid them in making sound financial decisions for their financial futures. For more information about AFES please visit www.afes.org.
