FREE SOCIAL SECURITY WORKSHOP
Unlock and uncover the secrets to SS Benefits
Learn insider strategies to avoid costly filing mistakes, minimize taxes, and coordinate Social Security with Medicare, IRAs, and more. Qualified individuals will receive free downloads and bonus workshop access.
What You’re Missing If You Don’t Attend This Workshop
A once-a-year opportunity to learn from Elbert T. Chester, CPA, PFS, CFP, RFC, MS, MPAS.
a nationally recognized retirement income expert with:
- Over 35 years of experience
- Tax, Social Security, and Medicare mastery
- Clients and case work in more than 40 states
- Dual expertise as both a financial strategist and tax expert
- Don’t miss your chance to learn from the retirement advisor other professionals call when it’s time to get serious. This is more than a workshop—it’s your first step toward financial peace with a one-stop team of experts by your side.
📚 What You’ll Discover Inside the Workshop:
The 7 Social Security Traps that cost retirees thousands (and how to avoid them)
Why filing early could permanently reduce your benefit—and your spouse’s
How to coordinate Social Security with IRAs, RMDs, Medicare, and taxes
The overlooked penalty that Medicare doesn’t warn you about (IRMAA)
Special filing rules for widows, divorced spouses, and public employees
The exact timing framework used by high-net-worth families to stretch their benefits
Bonus REsources to those who qualify to work with ETC CPA
The full eBook: The Master Guide to Social Security – Trips, Traps & Tricks
A Personalized Readiness Checklist
Retirement Income Flowcharts
Access to a 1-on-1 Strategy Session with ETC to map your unique path
Access to ETC Biweekly Learning Digest -a nationally recognized retirement income expert with: Over
weekly expert insights delivered to your inbox bi-weekly
Teacher, Author, Educator, Practitioner Elbert T. Chester, CPA, PFS, CFP, RFC, MS, MPAS. - Learning
Each issue includes:
- ✅ Timely tax law updates and legislative alerts
- ✅ Clear summaries of Social Security and Medicare changes
- ✅ Retirement planning insights—designed for pre-retirees and advisors
- ✅ Educational tools used by financial professionals across the U.S.
Leading Retirement Expert specializing in lifetime income.
Thank you for entrusting us with your finances, your future, and the well-being of your family. Your trust engages our commitment to excellence in taxes, financial planning, and retirement strategies. Together, we’ve built more than plans—we’ve built partnerships rooted in care, dedication, and the shared goal of securing a brighter tomorrow. We are deeply grateful for the opportunity to serve you and be part of your journey. We continue to be the gift to someone else's need.