Free Workshop

New Workshops Coming Soon!

Educational workshop on maximizing Social Security

TOPICS COVERED:

  • How the new tax reform bill will affect your Social Security benefits
  • Special strategies for married couples, divorced individuals, and widows
This is an educational seminar with absolutely no solicitations or sales pressure. You will not receive any follow up solicitations for appointments after the seminar. You will not be asked to provide any contact information by attending.

Learn how to maximize your Social Security benefits!

90% of those who apply for Social Security do not receive their maximum benefits!

Social Security planning is the key for a healthy foundation for your retirement decisions. It is also the one decision with choices that most people are not aware of—they simply think they apply for Social Security and that’s it. Our workshops will show you:

  • How the new tax reform bill will affect your Social Security benefits.
  • Why the Social Security Administration is strictly prohibited from giving you any advice on filing your claims.
  • How Social Security affects your spouse.
  • How to plan appropriately for retirement income.
  • Ways that working can affect your benefits and their taxability.
  • How to reduce or potentially eliminate taxes on your Social Security benefits.
  • Certain types of earnings and pensions and how they could affect your benefits.
  • Special strategies for married couples, divorced individuals and widows/widowers.

The Social Security Administration is not permitted to give you advice on your filing options. Attend a FREE workshop and learn how to MAXIMIZE your Social Security payments!

About Philip Wilson, CLTC, CSSCS, CCPS, CSLA

Philip Wilson is a veteran financial advisor since 1989 and host of a weekly TV show on Social Security. He is a fee only wealth manager located in Birmingham, Alabama. At the time of publishing his book, Philip was the only advisor certified in Social Security Claiming Strategies in Alabama and less than 50 certified advisors across the country. He lectures more than a 50 times a year on the subject at local churches, libraries, employers, and other venues across the state… [read more]