ESTATE PLANNING COUNCIL OF ST. LOUIS

NO WALKS AT MEETINGS - REGISTRATION CLOSES THREE DAYS PRIOR TO THE PROGRAM.

Strategies to Help Maximize Social Security Benefits

Date: Monday April 20, 2026

Time: 12:00pm - 1:00pm

Location: The Saint Louis Club, 7676 Forsyth Blvd., Clayton,  MO 63105

Speaker: Danny Side 

Topic:  Strategies to Help Maximize Social Security Benefits

About the presentation: Social Security is one of the most complicated pension programs ever created. Governed by over 2,700 rules, most couples have over 500 possible filing options. Unfortunately, over 90% of filers end up receiving less money than they are eligible to receive. In this presentation, we will cover the major Social Security rules you should know, with a specific focus on spousal benefits, ex-spousal benefits, survivor benefits, child and child-in-care benefits.  In addition, we will cover strategies unique to high net worth individual, business owner and the taxation of benefits. Understanding these rules and filing strategies will help ensure filers optimize their benefits and do not leave any money on the table!

Participants will: 

Learning Objectives:

Upon completion of this course, you should be able to:

• Have an understanding of the major Social Security rules you should know, including the rules which govern spousal, ex-spousal, survivor, child and child-in care benefits. In addition, you will learn specific filing strategies to optimally integrate Social Security benefits into a tax efficient retirement income plan and an estate tax plan, as well as filing strategies specific to high net-worth individuals and business owners.

Field of Study: Specialized Knowledge 

Additional Information:

Delivery Method: Group Live/Group Internet Based

Program Level: Basic

Pre-requisite: NONE 

Who should attend: This presentation is aimed at lawyers, accountants, financial planners, life insurance specialists, trust officers and other estate planning professionals.

Estate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE

Upon completion of this course, you should be able to:

• Participants will understand the variety of digital assets potentially in a decedent’s estate; regulations preventing access to digital assets; participants should also learn a base understanding of what an NFT is and what a Cryptocurrency

About the Speaker:

Danny began his career with us eleven years ago, and after a brief 14-month respite, he returned this past month—bringing with him the same dedication, technical expertise, and collaborative spirit that has always set him apart.

Danny is known not only for his outstanding skills as a technician, but also for his integrity, warmth, and genuine care for clients and colleagues alike. His deep understanding of our business and commitment to excellence make him an invaluable asset to our team and to the families we serve.