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Financial Course for Adults on Social Security Maximization Strategies

Social Security Secrets™

Course Summary

More From Your Benefits

The risk of disability or premature death is greater than many people realize. Some 7% of recent entrants to the labor force will die before reaching the full retirement age, and many more will become disabled. Social Security provides a foundation of income on which workers can build to plan for their retirement. 

It also provides valuable social insurance protection to workers who become disabled and to families whose breadwinner dies. 

Learn the modern realities of Social Security and how it fits into Retirement Planning.

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Learn How To:

  • The Best Age to Start Collecting Social Security Benefits
  • Get the Most Money Out of Your Social Security Benefits
  • Government Pensions like TRS and TMRS will Affect your Benefits
  • Reduce Taxation of Social Security Benefits and Keep More Money
  • Continuing to Work Affects Your Benefits
  • New 2023 Social Security Law Changes May Affect You
Class Schedule

Textbook Included

This course features classroom-style instruction that encourages questions and a textbook with examples and interactive material that is yours to keep.

Comprehensive Plan

Discover “Big Picture” strategies that give you the opportunity to learn about the many aspects of Social Security and how they work together to build a successful retirement plan.

Professional Tools

Learn tools used by professionals: classes are led by a CERTIFIED FINANCIAL PLANNER™ who fills the presentation with valuable information in addition to real-life examples.

Private Consultation

A complimentary, private, one-on-one consultation is optional for those who have questions that are more personal in nature. This consultation is only available for class attendees but is not required.

Request the official Social Security Secrets™ Course Catalog to get all the class details for this semester.

Get Your Copy

Course Outline

I. Social Security Laws Today

Before the Social Security Act, many people nearing retirement age faced the loss of their savings and the prospect of living their remaining years in destitution. Learn today’s realities of Social Security and how it fits into Retirement Planning.

II. Taxes and Your Benefits

Social Security benefits are often taxable and could potentially cut your benefit allowance drastically. Learn strategies that could help ease the burden of income taxes in retirement.

III. Working and Social Security

With the age expectancy becoming higher, retirement is lasting longer, and sometimes going back to work in some capacity is a necessity. Learn how to navigate your options with Social Security benefits and continuing your career.

IV. Maximizing your Monthly Benefit

It is possible to leave money on the table if you are not careful with your Social Security benefits. Learn how to evaluate your unique situation and discover important strategies that could potentially help maximize your benefits.

V. Government Pensions

If you worked hard your whole life and have a pension to look forward to, don’t just assume you have no other retirement benefit options. Combined with spousal Social Security benefits, there are many commonly unknown rules to take into account to maximize your benefit package as a whole.

VI. Making Decisions

Finally, we will discuss making decisions about your Social Security benefits. Learn how to execute everything you have learned in the course.

Learn About Your Instructors

Social Security Instructors

Josh Strittmatter, CFP®, CRC®, REALTOR®

Business Owner, Personal Wealth Manager, and Investment Specialist
Read More About Josh

Kelly Buchfink, CFP®

Personal Wealth Manager and Operations Executive
Read More About Kelly

three Locations to Choose From

Taught at a Respected College Near You

For your convenience, our courses are featured at several local area colleges and campuses in the DFW area. Check the colleges below to see what’s offered near you!

University of Texas at Arlington Campus

University of Texas at Arlington

Located in the heart of the DFW metroplex off I-30 and Cooper, UTA Continuing Education offers courses to help you prepare for your next career move, to grow personally or professionally, or to simply transform your future.

Tarleton State University Fort Worth Campus

Tarleton State Fort Worth Campus

Southwest of Fort Worth just off Chisolm Trail Parkway, Tarleton State University’s Fort Worth Campus provides flexible and cost-effective learning for those who wish to develop personal and professional potential.

Tarrant County College South Campus

Tarrant County College South Campus

 Located directly south of downtown Fort Worth off I-20, Tarrant County College South Campus offers a wide range of courses that provide personal enrichment, lifelong learning, and basic skills for local residents.

Is This Class for You?

By attending this class, you will learn more about the tools and strategies that are needed to maximize your benefits. Most importantly, this course shows you how to assess your current financial situation and develop a personalized plan to pursue your retirement goals. 

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What Our Students Say

Student Testimonials

"I thought I was ready for retirement before taking this course, but now I am confident I am ready. The course instructor was very knowledgeable and was able to answer all of my questions. I highly recommend this class for anyone wanting to retire with confidence!"
Tim Butterfield, AledoCourse: Getting Ready for Retirement™
"After my husband passed, I felt confused and overwhelmed with what to do for my children and grandchildren to make sure that I wasn't a burden on them. This course helped me decide on the right estate planning tools so that at the time of my death, my family would be taken care of. I can't stress enough how important this course is. My only regret is not taking it sooner!"
Debbie Kurz, Flower MoundCourse: Wills, Trusts & Estate Planning™
"When my husband and I took this course, he was one year away from retirement. Everything we learned in the course we were able to apply immediately and made his retirement that much better. Some of our friends and family have taken this course as well, and have found it to be invaluable."
Kerry Batterman, Grand PrairieCourse: Getting Ready for Retirement™
"My wife and I attended this course at the local college to make sure our wills were in order. We gained so much more than expected from this class! The instructors made the topic of estate planning relatable and understandable. We left the course feeling empowered and armed with the knowledge we needed to plan our estate with confidence."
Lew Flowers, BurlesonCourse: Wills, Trusts, & Estate Planning™

We Will Help You Every Step Of The Way

This course shows you how to assess your current financial situation and develop a personalized plan to pursue your retirement goals.

Register Now

Request the official Social Security Secrets™ Course Catalog to get all the class details for this semester.

Get Your Copy

Financial education is our passion. At Strittmatter Financial Education, we offer classes through local universities and colleges from Retirement Planning, Estate Planning, Social Security Optimization, and more. Choose a topic below to get started today.

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