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.

About Road Map to Social Security

Scott’s also an experienced adult financial educator and currently conducts classes at local Universities across the state of North Carolina. Through Road Map to Social Security, he provides education on various adult financial topics. It’s the culmination of knowledge, insight, expertise, and wisdom gained from commitment and devotion to his clients that Scott strives to educate his clients first.
Scott realizes the importance and gravity of being entrusted to provide solutions affecting the financial future of each client. That’s why he approaches every client’s situation with respect and care. His process, The Road Map to Social Security™, consists of focusing on each individual’s specific situation, their needs, tolerances, and goals, and preparing a customized comprehensive plan that outlines a strategy for long-term success.

Workshop Objectives

Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income

  • When your benefits may begin, and how the age at which you apply will affect the amount you receive
  • How to maximize Social Security benefits and how to minimize taxes on them
  • Strategies to consider before deciding to apply for benefits
  • How your current employment will affect benefits
  • What to do if you have other income from pensions or IRAs, too
  • What is the future of Social Security and what it means to you
  • When it makes sense to delay benefits -and when it does not
  • How the wrong Social Security decision can cost you money
  • How two little known strategies could increase your family income and survivor benefits
  • Can you fix your Social Security election if you made a mistake?
  • How cost-of-living adjustments (COLAs) impact benefits
  • Learn how all of your assets fit together with Social Security to fund your quality of life in retirement

To Learn More

The Social Security Road Map

How to Maximize Your Benefit

One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!