Maximizing Social Security
Knowing what you can do, so you can know what you should do
The objectives of this course are to provide you with the tools, insight, and proven strategies that will allow you to make informed decisions about Social Security. This course will teach you easy-to-understand strategies on how to maximize your benefits.
Understand the reductions for taking benefits early and how the choices you make now could result in an additional $100,000 for a single and upwards of $400,000 for couples over your lifetime.
How you may be able to lower taxes on your benefits.
Know your spousal, divorced spouse, widow, and widower benefits
Know where Social Security fits in with your other income sources.
How to potentially avoid some of the most common mistakes when filing for your benefits.
Seats Available
About Your Presenter
Steven Aul ChFC®, RICP®
President and CEO
Steven Aul holds ChFC®, CLU, and RICP® designations and graduated from Ball State, where he earned a bachelor’s degree in accounting. He is a recognized financial commentator, co-author, radio host, and licensed insurance agent.
Known to his colleagues and clients as a seasoned and experienced independent financial professional, he regularly conducts financial workshops and hosts “The Aul Financial Hour — Your Money Matters” radio show on KMOX 1120 AM every Saturday at 10:00 a.m.
Steve Aul is a National Social Security Advisor certificate holder*, awarded by the National Social Security Association, LLC in Cincinnati for completion of the National Social Security Advisor program.
The NSSA certificate program promotes advanced Social Security education with the goal of providing certificate holders knowledge to better counsel clients on ways to claim Social Security benefits in order to optimize lifetime Social Security income.
*The National Social Security Advisor certificate program is not a professional certification program. The National Social Security Advisor certificate, the National Social Security Association, LLC and Aul Financial Group are not affiliated with or endorsed by the Social Security Administration or a US governmental agency. This presentation has not been approved, endorsed, or authorized by the Social Security Administration.
Seating is Limited