🎓 Free Social Security & Taxes Masterclass at UW Bothell:
Tuesday, June 9th - 6:30 pm - 8:00 pm
Saturday, June 13th - 9:30 am - 11:00 am

Get Clarity from the Experts Before Making a Costly Mistake

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Educational purposes only.
No products sold.

The Social Security Puzzle

Social Security isn't just a government check—it's one of the most consequential financial decisions you'll ever make. With hundreds of claiming strategies, spousal coordination options, taxation thresholds, and timing windows, Social Security is anything but automatic.

According to research by the National Bureau of Economic Research only 1 in 10 retirees claims Social Security at the optimal time. The other 9 out of 10 leave money on the table—with the typical household forgoing over six figures in projected lifetime benefits simply by choosing the wrong claiming age.

That's why Milestone Educators is offering this completely free 1.5-hour Social Security Masterclass at UW Bothell.

Social Security Workshop at UW Bothell

  • Tuesday, June 9th: 6:30 - 8:00 pm
  • Saturday, June 13th: 9:30 - 11:00 am
Reserve My Seat Now

What You Will Learn

Led by the region's top specialists who regularly get paid six figures to teach these strategies to financial professionals—you'll receive the clear, strategic guidance most people never get.

In just 1.5 hours, you'll cut through the confusion and learn approaches to claim timing, tax considerations, spousal benefit coordination, and decisions tailored to your unique situation.

This masterclass is provided at no cost for educational purposes only. No products will be sold.

Event Details Schedule

Select your preferred session:

Option 1: Tuesday, June 9th - 6:30 pm - 8:00 pm
Option 2: Saturday, June 13th - 9:30 am - 11:00 am

  • Location: Bellevue College (room/building details provided upon registration).
  • Duration: 1.5 Hours (includes live Expert Q&A).
  • Cost: 100% Free (your tuition is covered—you + 1 guest are welcome to attend).
  • Bonus: Every attendee receives a complimentary 2026 Social Security Workbook to take home.

To ensure a high-quality learning environment where every attendee can get their specific questions answered, these classes are strictly capped at 100 seats per session. Because this is a free community event, these sessions will hit capacity. If this page is still live, there is still availability.

Please reserve your spot immediately to guarantee your seat before registration closes.

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Is This Class For Me?

Claiming Strategies Timing

Understand exactly when to file—and when not to—so you can maximize your lifetime benefit and avoid locking in a permanently reduced monthly payment.

Social Security Taxes

Discover how your Social Security income is taxed, how to legally reduce that tax burden, and how new legislation has changed what's possible for today's retirees.

Spousal, Survivor Divorce Benefits

Learn how married couples can coordinate claims to maximize household income, and understand the often-overlooked options available to divorced individuals and widows.

How NEW Legislation Changed the Rules

Recent changes to Social Security law have opened new doors—and closed others. This section brings you fully up to speed so you're planning with current information, not outdated assumptions.

Coordinating Social Security with Retirement Income

If you have a pension, 401(k), IRA, or rental income, this section shows you exactly how those interact with your benefits—and how to sequence income to keep more of what you've earned.

Is This Class for You?

This class is designed for:

• Anyone approaching Social Security eligibility

• Retirees unsure if they filed at the right time

• Those who want to understand all their options before deciding

• Married couples looking to coordinate benefits strategically

• Divorced individuals or widows navigating survivor and ex-spouse benefits

• Anyone wanting to protect their retirement income from unnecessary taxation

• Adult children helping a parent or spouse navigate Social Security

If you want clear, no-nonsense answers and the confidence to make the right decisions for your unique situation—this class is for you.

Reserve Your Seat Now

to the Social Security & Taxes Masterclass at UW Bothell

  • Location: UW Bothell (room/building details provided upon registration).
  • Duration: 1.5 Hours (includes live Expert Q&A).
  • Cost: 100% Free (your tuition is covered—you + 1 guest are welcome to attend).
  • Bonus: Every attendee receives a complimentary 2026 Social Security Workbook to take home.

Milestone Educators

In Partnership with Sound Planning Group (SPG) 

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Disclaimer

Milestone Educators and Sound Planning Group are not affiliated with or endorsed by any government agency. This is an educational event and does not include individualized financial advice. No purchase is required.