Pension Financial Group

Thank you for your interest in The Boomer’s Class to Social Security Retirement

We’ll be glad to keep you posted when a new class forms in your area.

Our classes are interactive and entertaining where you will learn:

  • The three distinct types of benefits Social Security provides for retired workers and their spouses.
  • How to preserve your benefits when life events like divorce, remarriage, and widowhood occur.
  • How Social Security benefits coordinate with other sources of income.
  • That your spouse’s decisions concerning Social Security can affect your Social Security benefits.
  • How to collect Social Security and continue working.

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Attendees receive the Social Security Toolkit – as our gift to you.

Loaded with additional information to help you make wise financial decisions including:
  • Class Syllabus and workbook
  • Richard’s book: Boomer’s Guide to Social Security Retirement
  • Sample Social Security statement and instructions
  • Worksheet to help determine if your Social Security benefits will be taxable
  • Social Security Quiz
  • Much more!
Social Security Toolkit