Social Security Secrets: When to File, How to Maximize, and What Changed

Thu Apr 30 2026 at 05:30 pm to 07:00 pm UTC-05:00

T-Werx Coworking | Cedar Park

Jeff Kikel ChFC, CRPC
Publisher/HostJeff Kikel ChFC, CRPC
Social Security Secrets: When to File, How to Maximize, and What Changed
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Most people approaching retirement make at least one costly Social Security mistake — and many don't find out until it's too late to fix it.
About this Event

🚫 Don't file for Social Security until you see this.
Most people approaching retirement make at least one costly Social Security mistake — and many don't find out until it's too late to fix it.
Join Jeff Kikel, Chartered Retirement Planning Counselor (CRPC), for a FREE 90-minute workshop:
📅 [DATE] | 5:30–7:00pm
📍 T-Werx Coworking | 1320 Arrow Point Dr, Ste 501, Cedar Park, TX
🎟️ Free — limited to 20 seats
In this workshop, you'll learn:
✓ When to file to maximize your lifetime benefit — the math most people get wrong
✓ What just changed with the Social Security Fairness Act (January 2025) — and how it may affect YOUR benefit
✓ Spousal, survivor, and divorced spouse strategies most advisors don't mention
✓ How Social Security income is taxed — and how to legally reduce it
✓ The break-even analysis — when delaying actually pays and when it doesn't
This is an educational workshop. No products will be sold. No pressure. Just the information you need to make a confident decision.
Reserve your free seat below or text SOCIAL to 512-785-9238 with your name and email and we'll register you personally.
Presenter: Jeff Kikel is a Chartered Retirement Planning Counselor (CRPC) and Chartered Financial Consultant (ChFC) with 30+ years in financial planning and tax planning. Jeff has also completed the IRS's 2026 Annual Filing Season Program and is a candidate for the Enrolled Agent (EA) Designation. He is the author of multiple books on retirement income strategy, including "Social Security Essentials" and "The Retirement Income Equation."


Agenda

🕑: 05:30 PM - 05:35 PM
Welcome and housekeeping
🕑: 05:35 AM - 05:50 PM
Social Security fundamentals
🕑: 05:50 PM - 06:20 PM
Filing strategies — the decision matrix
🕑: 06:20 PM - 06:35 PM
What just changed — Social Security Fairness Act
🕑: 06:35 PM - 06:45 PM
The tax side of Social Security
🕑: 06:45 PM - 06:55 PM
Q&A
🕑: 06:55 PM - 07:00 PM
Final Wrap Up
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Event Venue & Nearby Stays

T-Werx Coworking, 1320 Arrow Point Drive, Cedar Park, United States

Tickets

USD 0.00

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