Deciding when and how to claim Social Security benefits — two of the most important decisions you’ll need to make — can be confusing and even overwhelming. Applying for Social Security as soon as you become eligible at age 62 may seem like an attractive idea, but by doing so, you could significantly and permanently reduce your income and benefits for the rest of your life.
This course will help you gain a clearer understanding of your options and which strategies you should consider BEFORE filing for Social Security benefits. It will also teach you how to take an important aerial view of your retirement plan, by exploring how Social Security works in coordination with other retirement assets.
We’ll answer the following questions — and more.
- How could the decisions of the new administration affect my benefits?
- Which rules and regulations must I understand before deciding when to start my benefits?
- How much lifetime income do I stand to lose by filing for Social Security at the wrong time?
- How can I get the largest benefit while paying the least amount of taxes?
- How are my benefits affected if I’m still working?
- Can I make a change if I’ve already filed?
- What options are most beneficial to married couples?
- How can Social Security work with other income sources to
Organizer
Barbara Walker-Green knew at an early age that she had a knack with numbers. She was fascinated with her ability to make numbers tell an irrefutable story. She ultimately decided to build a career path based on her inherent ability to master them. Now, 20 years later she is the President and Senior Managing Partner at Advanced Wealth and Retirement Planning Concepts, where she has a unique opportunity to combine her passion for people and numbers to do what she does best. Specializing in
- Retirement planning services
- Estate planning
- Investment advisory services
- Strategic financial planning
She provides state-of-the-art financial services to organizations, families, and individuals. Her combination of nearly two decades of experience, training and specialized education means Barbara can meet a client’s total financial planning needs. Her people centered style of financial guidance has helped numerous clients realize long-term financial security and stability in a dynamic economy.
Barbara holds a Bachelors of Arts degree in Finance and a Master’s degree in Business Management. She is an Investment Advisor Representative and has more than 20 years in corporate and personal finance experience.
She has been featured in main stream media publications and television media including:
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- FOX News Houston – Live Monthly Financial Expert Commentary
- KHOU 11, Houston
- Forbes Magazine
- Wall Street Journal
- Reuters Magazine
- Senior Market Advisor Magazine (Cover)
- Black Enterprise Magazine
- RTT News
- Money Magazine
Venue
39,000-square-foot building at 11801 Shadow Creek Parkway, Pearland, offers multiple amenities, including a 100-seat teaching room, multipurpose community rooms, multiple private study rooms, a large magnetic wall toward the middle of the facility that can be used as a dry-erase board and an outdoor space with a small amphitheater