AFEA — American Financial Education Alliance
Live Event Free · No sales pitch

Social Security and Estate Planning

Thursday, July 23, 2026

6:00 PM

Woodstock , GA

About this class

  • How to properly file for Social Security benefits
  • How to maximize the amount you are eligible for
  • How to avoid common mistakes people make when claiming their benefits
  • How to optimize your assets to minimize or avoid paying taxes on your Social Security benefits
  • How much income you can make and still draw Social Security
  • How Social Security is taxed
  • How to file and restrict benefits
  • How to claim a spouses benefit even if divorced
  • Understanding probate
  • The importance of wills, living wills, health care powers of attorney
  • Do you need a trust
  • How to guarantee your income for the rest of your life & your spouse's life
  • How to maximize the living & death benefits of life insurance
  • How to use current IRS tax codes to create a tax free retirement
  • How to keep your estate private
  • The most common estate planning traps to avoid

Course

Social Security and Estate Planning

  • How to properly file for Social Security benefits
  • How to maximize the amount you are eligible for
  • How to avoid common mistakes people make when claiming their benefits
  • How to optimize your assets to minimize or avoid paying taxes on your Social Security benefits
  • How much income you can make and still draw Social Security
  • How Social Security is taxed
  • How to file and restrict benefits
  • How to claim a spouses benefit even if divorced
  • Understanding probate
  • The importance of wills, living wills, health care powers of attorney
  • Do you need a trust
  • How to guarantee your income for the rest of your life & your spouse's life
  • How to maximize the living & death benefits of life insurance
  • How to use current IRS tax codes to create a tax free retirement
  • How to keep your estate private
  • The most common estate planning traps to avoid

Chattahoochee Technical College

8371 Main Street, Woodstock , GA 30188

Save your seat

Free
Bringing a Guest?

You'll receive a confirmation email with all the details.