Social Security Planning

Learn how to maximize your Social Security retirement benefits for current and future income in this one-night workshop. Figure out when you should start receiving benefits and why it’s important to plan with your spouse. Participants will learn strategies to boost retirement and survivor’s benefits, how to minimize taxation of benefits and the top ten biggest mistakes of social security planning. A workbook will be provided for participants to assist them in applying these concepts in the future.

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Spring 2019

1 Day / TH 6:30-8:30 pm
Cost: $25
Start Date: February 21

Location: GC 405
Teacher: Tyler Peterson

Instructor Bio
Instructor Tyler Peterson earned a bachelor’s degree in business management from Brigham Young University and was certified as a financial planner from the University of Texas-San Antonio. He has worked for Allegis Financial Partners and Financial Insight Center, and currently teaches community education courses in the Davis, Murray and Salt Lake County school districts.