Social Security Planning

  W26 3221 Session 2
  4/16/2026
  Th
  7:00 PM - 8:30 PM
  BHS/LASSO Center
  Mike Neppl

CLICK HERE to Register for this Class

Event Actions

Info

Social Security is far more complicated than most people realize. At age 62 there are over 2000 claiming strategies that are available to consider. Questions that are asked:


  • When to apply?

  • Taxation of Benefits?

  • Earnings test if you continue to work.

  • How does one incorporate their retirement accounts to maximize Social Security to provide them with a Lifetime of Guaranteed Income?


In retirement it’s not how large your nest egg is, but the monthly income that is deposited each month in your checking account! 

Those attending can request a free report of their own personal claiming strategies.