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Social Security Income Course
Social Security Income Course
When:Option 1: Course on 02/24/18
Option 2: Course on 03/08/18
Option 3: Course on 03/10/18
Where: Colorado Mesa University - University Center (2nd Floor)
Cost: Free
Register Now
Course Summary

Based on recent academic research, this Social Security Income Course is intended to educate the community on making smart and effective financial decisions. As one of the largest source of income for most retirees, Social Security plays a critical role in securing a stream of income for years to come. This course addresses common Social Security questions such as what to consider before you apply for benefits and why the Social Security office can’t recommend the best option for maximizing your lifetime benefit.

TOPICS COVERED: 

  • When to begin your Social Security benefits and the $1,000,000 question
  • Why the Social Security office can't recommend the best option for maximizing your lifetime benefit
  • What factors to consider before you apply for benefits and how to determine the best choice for your situation
  • How to coordinate Social Security with your other sources of retirement income
  • How to increase survivorship benefits by up to 66%
  • How to increase your lifelong benefits by tens of thousands of dollars

YOU WILL RECEIVE: 

  • Social Security Income course workbook to follow along in class
  • Your Personalized Social Security Analysis Report

     

REGISTRATION INSTRUCTIONS: 

Please click the Register Now button to register for this course. On the next page you can select the dates you wish to attend and pay the course tuition fee.

Course Date / Times
Dates Times Notes
Upcoming Times
Option 1
Saturday,
2/24/18
10:00 AM to
12:00 PM
Session 1 of 1 Register
Option 2
Thursday,
3/8/18
6:00 PM to
8:00 PM
Session 1 of 1 Register
Option 3
Saturday,
3/10/18
10:00 AM to
12:00 PM
Session 1 of 1 Register
See Current / Past Course Dates
Thursday,
2/15/18
6:00 PM to
8:00 PM
Session 1 of 1
Course Instructor

Barbara Traylor Smith’s path to becoming a financial professional has been a long winding road where she has encountered a multitude of educational and professional situations which empower her to help her clients secure their financial future. Each client Barbara encounters has a unique financial forecast that requires a personal approach. Long ago Barbara adopted the slogan, “It’s not about your money, it’s about your life.” Her devotion to her clients coupled with her personalized approach to wealth management makes working with Barbara feel like a breath of fresh air.

In 2008, Barbara began operating Retirement Outfitters, LLC in Grand Junction, CO. She continues to help her clients achieve financial security by providing education that embraces her motto, “It’s not about your Money, It’s about your Life”. She is a National Social Security Advisor® certificate holder and an Independent Wealth Advisor with WealthSource Partners.

Location

Colorado Mesa University - University Center (2nd Floor)

1455 North 12th St.
Grand Junction, CO 81501

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Payment / Security
We accept:
Visa Discover MasterCard American Express
For Your Security
Accept Credit Cards
Support / Questions

If you have any questions regarding this course, please contact our office at (970) 256-1748.