Social Security & Taxes Workshop

Tuesday, May 12th from 6:30 pm – 8:30 pm

Saturday, May 16th from 9:30 am – 11:30 am

Understand how Social Security taxation could affect you

Ways to help optimize your Social Security payments

Plan appropriately for retirement income

Learn how NEW legislation changed Social Security claiming options

Understand how Social Security affects your spouse

Tailored Strategies for Couples, Divorced Individuals, & Widows

Workbook Included

Receive our FREE workbook with 2026 updates.
Register today to secure your spot.

2026 Updates

Create a plan that gives you Confidence, Clarity, & Control. Now is the time to get your plan in place!

Your financial future depends on informed decision-making, especially around Social Security benefits. Some retirees unknowingly lose hundreds of thousands of dollars due to poor planning. By joining our class, you’ll gain the insights needed to understand your benefits and plan your retirement income effectively.

UW Bothell Campus

Tuesday, February 3rd from 6:30 pm - 9:00 pm - OR - Saturday, February 7th from 9:30 am - 12:00 pm

Milestone Educators and Sound Planning Group are not affiliated with or endorsed by any government agency. Sound Planning Group, Inc (SPG) offers Medicare and insurance products and operates together with SPG Advisors LLC (SPGA), an SEC registered firm, that offers investment advisory services. Registration with the SEC does not imply a certain level of skill or training but indicates that it is subject to SEC oversight. Appointments are offered as an opportunity to discuss individual financial needs, which may vary. No purchase is required and participation in the workshop does not guarantee specific financial outcomes or create an advisory relationship. Attendees should consult a qualified professional before making financial decisions.