Retirement Income & Distribution Planning
Understand the timing, taxation, and coordination of your Social Security benefits.
Date November 7
Location
5858 N High St
Worthington, OH 43085
Hours 10:00 AM - 11:00 AM
Maximizing Social
Security & Income Streams
Social Security is one of the most important—and often misunderstood—sources of income in retirement. In this class, you’ll discover how timing, taxation, and coordination with other income sources can greatly impact how much you keep.
What You’ll Learn
This 60-minute educational session is designed for pre-retirees and retirees who want to:
- Understand how Social Security benefits are calculated
- Learn when to file to maximize lifetime income
- Discover strategies for married couples, divorcees, and surviving spouses
- Reduce taxes on Social Security through coordinated withdrawals
- Integrate Social Security with 401(k), IRA, and pension income.
You’ll leave with actionable insights and a better understanding of how Social Security fits into your overall retirement plan.
Led by Financial Professionals You Can Trust
All The American Retirement University workshops are taught by credentialed professionals holding respected industry designations such as Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®). Our instructors are committed to providing objective, easy-to-understand education — with no sales pressure or product promotions. Learn more about these credentials:
course Registration
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FAQs About Investment Planning for Retirement
Yes. Whether you’re approaching retirement or already retired, this course will help you optimize your investments, reduce risk, and create reliable income streams.
No. The course is designed for all experience levels. We use clear examples and practical strategies to help you make informed decisions—no technical background required.
Yes. You’ll learn how rollovers work, when they may be beneficial, and how to avoid common mistakes that could impact your retirement savings.
We cover withdrawal strategies, income-focused investments, and portfolio structuring so you can maintain financial stability throughout retirement.
Yes. The course addresses how to manage risk based on your age, goals, and risk tolerance—especially in uncertain markets.
Yes. After completing the course, you’ll have the option to schedule a complimentary personal consultation to apply what you’ve learned to your own situation.
The course is offered in one or two 90-minute sessions. It includes printed materials, real-life case studies, and dedicated time for Q&A.
No, the course is completely complimentary with no obligation. It’s offered as an educational resource to the community.
Why Choose The American Retirement University?
At The American Retirement University, we specialize in helping individuals and families in Columbus prepare for a financially confident retirement. As an independent financial education firm, we offer complimentary retirement planning courses and educational workshops designed to address the real concerns people face as they approach and enter retirement.
Trusted by
Hundreds of Retirees
Local Experts
Professional
Instructors
Complimentary
Workshops
investment Planning for Retirement
Investing in retirement requires a different strategy than during your working years. Learn how to manage risk, generate income, and maintain long-term growth.
401(k)/IRA rollovers portfolio structure
withdrawal strategies, and avoiding common
investmentmistakes that can derail retirement.