Maximizing Social Security

Learn the Strategies to Maximize Retirement’s Biggest Decision

Maximizing Social Security

Choosing when to take Social Security may be the single biggest decision of your retirement! Ensure you are Maximizing Social Security. In this workshop, you will learn:

How Social Security Works
Factors for Claiming Social Security
Strategies for Maximizing Social Security.

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About the Speaker

Freeman Linde

Author: 3D Retirement Income
Host: RetireMentorship Podcast
Partner: La Crosse Financial Planning
Certified Financial Planner™
Licensed Tax Advisor
Retirement Planning Specialist

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November Workshop

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December Workshop

You’ll learn how to direct your assets where you want, not to lawyers or the government.

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Frequently Asked Questions

Couples who are within ten years of retirement with between $200,000 and $2,000,000 in retirement savings and investments will benefit the most from this workshop. The content will be less relevant and the strategies less effective for those outside of this age range and savings level.

No. These are educational workshops to teach attendees strategies, not sell them products. There is no chicken dinner. Additionally, the speaker is a Fee-Only Fiduciary Financial Planner, meaning they do not, will not, and can not sell insurance and annuity products.

In addition to the education and strategies that could save you or make you thousands of dollars, each household will also get a book, workbook, and action items to continue their educational journey.

No. Information will be given on how to redeem a no-cost no-obligation consultation if you would like individualized help applying the knowledge learned in the workshop. There are no products for sale.

The exact room details and parking info will be sent out the week before the event.

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Maximizing Social Security

Learn the Strategies to Maximize Retirement’s Biggest Decision