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Office One

1601 2nd Avenue N

Suite 632

Great Falls, MT 59401

Office Two

1361 Elm Street

Suite #6

Helena, MT 59601

Social Security

Classes begin Spring 2020! Please check back to see class dates. 

It has been called the Choice of a Lifetime. For the average American, Social Security will amount to about 40% of their retirement income.  With over 2800 rules related to the claiming of Social Security benefits it is very easy to make a mistake that can cost thousands and thousands of dollars.

This workshop is essential for those that will become eligible for Social Security in the not too distant future. Get answers to the four big questions every Baby Boomer needs to know about Social Security.

  • Will Social Security Be There For Me?
  • How Much Can I Expect To Receive?
  • When Should I Apply For Benefits?
  • How Can I Maximize My Benefits?

Social Security is a Big, Complex, and Important topic, that is why we offer these classes.  Learn the answers to these question and many more in this fast paced, 90 minute presentation. Check the Events page for times and dates of our next Social Security workshop.

  • Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income
  • Savvy Social Security Planning: What CPA's Attorneys and Other Professionals Need to Know About Social Security Claiming Strategies (this is a Continuing Education class for CPA's, Attorneys & Financial Professionals)

Check the Events page for upcoming Social Security classes.