Pension Financial Group

The Boomer’s Class for Social Security Retirement

One decision can impact your lifetime retirement income by over $100,0001

Did You Know?

  • Social Security offers three distinct types of benefits for retired workers and their spouses? Knowing the difference can potentially add tens of thousands of dollars to your lifetime benefits.
  • You can forfeit some benefits by failing to consider divorce, remarriage, and widowhood in your Social Security plan.
  • Social Security should be considered a financial resource along with your other assets when choosing to claim your benefits.
  • Your spouse’s decisions concerning Social Security can affect your Social Security benefits.
  • Spousal benefits are not limited to only the low-earning spouse.

Receive the Free Social Security Toolkit.

Your registration includes a free Social Security Toolkit 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 you determine if your benefits will be taxable
  • Social Security Quiz
  • Much more!
Social Security Toolkit