Free Advanced
Social Security Class

designed for households with $250,000+ in retirement assets

Location:

Date:

Cost: FREE. RSVP Required.

  • Taught by a National Social Security Advisor & Registered Social Security Analyst

  • Educational class only. Nothing is sold in the room

  • “Advanced” just means beyond the basics. Open to everyone, and a great first class.

As Featured On

We respect your privacy. We are not affiliated with, endorsed by, or associated with the Social Security Administration or any other government agency or entity. The content of the class contains opinions by the speakers. We do not give Tax Advice, Legal or financial advice, you should also seek a certified professional. This is an educational workshop only designed to educate individuals and couples about how to maximize social security income.

For official information regarding Social Security, please visit SSA.gov

A second opinion costs nothing. Your filing strategy can cost you tens of thousands.
The average American loses $111,000 in lifetime benefits.

Are You Asking These Questions?

“Should I take my Social Security first or draw from my investments?”

“When is the best time to claim so I get the most from my benefit without missing out?”

You are not alone. These are the questions this class was built to answer.

What You'll Learn At This Expert-Led Seminar

The more you've saved, the more your Social Security decision matters.

1

When Should You Claim?

Understand the trade-offs between claiming earlier, at full retirement age, or delaying. Learn why the highest monthly Social Security benefit isn’t always the best overall strategy.

2

Social Security vs IRA

Should you start Social Security or use retirement assets first? We’ll examine how the order of withdrawals can affect your income, taxes, and long-term plan.

3

Spousal & Survivor Strategy

How spousal benefits actually work, what happens to the household check when one spouse passes, and the decisions that quietly cost couples the most.

4

Roth Conversions with Social Security

Why the years before and around your filing date can be the most valuable conversion window you will ever have, and how to avoid wasting it.

5

Avoiding IRMAA Surcharges

The income levels that can trigger higher surcharges. Learn how a one-time sale or conversion can set them off. The decisions you make NOW will have an impact on your future benefits.

6

Tax Traps on Your Benefit

How provisional income makes up to 85% of your benefit taxable, and the planning required to keep you out of the trap.

7

Legacy and Beneficiary Coordination

Understand how your Social Security and retirement income decisions can affect a surviving spouse, beneficiaries, and the assets you ultimately leave behind.

8

Building One Coordinated Plan

Learn how Social Security, IRAs, 401(k)s, pensions, and investments can work together to create a sustainable retirement income plan.

Every Attendee Leaves With

The book, The Go-Go Years Guide to Social Security

By the international best-selling author, Roy Snarr. Get your complimentary copy of the book on Social Security maximization

Who Should Attend?

  • You have $250,000 or more in retirement assets

  • You are 50+ and planning or already in retirement

  • You want a second opinion on your current retirement plan

  • You want tax, IRA, RMD, and Social Security decisions coordinated, not handled separately

  • You want to learn how Social Security can affect IRMAA

Taught by Credentialed Social Security Specialists

Your Presenters

The Team Behind Roy

  • Every speaker at our classes holds the RSSA or NSSA designation

  • Team members are trained through Roy's own Snarr Agent Academy

  • Educational first: no one will ever pressure you in the room

Credentials

Recognized & Featured On

A Message From Our Founder, Roy Snarr

“When I was 14, a driver ran a stop sign and left my mother permanently disabled. We lost our home, our savings and her retirement assets. The only money coming through our door after that was her monthly Social Security check.”

That check was the whole plan. It taught Roy early how much rides on one decision most families make with almost no guidance.

Roy Snarr is not affiliated with, endorsed by, or employed by the Social Security Administration or any government agency.

Roy with his mother.

For the last decade he has protected retirement savings from market swings, built income that keeps coming, and prepared households for long-term care. He has taught hundreds of classes across Texas and now trains other advisors through Snarr Agent Academy.

Today Roy leads a team of Social Security specialists. Every speaker at our classes holds the RSSA or NSSA designation.

FAQs

  • The more you've saved for retirement, the more each Social Security decision is worth. The strategies we teach (withdrawal sequencing, conversions, bracket and IRMAA management) only move the needle when there are meaningful assets to coordinate. The guideline is there to respect everyone's time in the room.

  • Please bring them, but have them RSVP as well. Most of the highest-value decisions in this class are joint decisions, and couples get far more out of it when both are in the room.

  • No. Roy Snarr and Roy Snarr Retirement Solutions are not affiliated with, endorsed by, or employed by the Social Security Administration or any government agency.

  • Yes. A second opinion costs nothing. Not getting one can cost tens of thousands. Most advisors manage investments; very few ever run the Social Security math, the tax sequencing and the IRMAA brackets alongside it. If your current plan is right, you will leave confident. If something is being missed, you will find out while there is still time to fix it.

  • No. This is not one of those free-dinner seminars that ends with a pitch. Nothing is sold in the room, and no one will pressure you to sign anything. It is a true educational class. You will leave with a free book and a clear understanding of your options. If you would like personal help afterward, that choice is entirely yours.

  • This class assumes you already have other retirement assets, such as IRAs or 401(k)s, and want to coordinate them with Social Security. We spend the time on strategy: coordinating your filing date with IRA withdrawals, Roth conversions, tax brackets, IRMAA surcharges, and what you leave behind. It is one of the very few classes taught at this level anywhere in the country.

Reserve your seat

Seating is capped at 20 households per session so there is time for real questions. Registration closes when the room is full.

Reserve My seat

We respect your privacy. We are not affiliated with any government agency, we do not work for or represent the Social Security Administration. The content of the class contains opinions by the speakers. We do not give tax, legal or financial advice; you should also seek a certified professional. This is an educational workshop only, designed to educate individuals and couples about how to maximize Social Security income.