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Help Clients Decide When To Claim Their Social Security Benefits
Wednesday, August 13 at 4:00 PM ET/1:00 PM PT
Should news reports about Social Security’s worsening finances cause clients to rethink when they should claim their benefits? Will Congress allow benefits to be cut in 2034, or is another solution likely? What risks might clients be facing if they delay claiming? As the projected Trust Fund exhaust date draws closer, the question of when to claim Social Security benefits goes beyond simple math and delves into the solvency of the system itself. In this webinar we will present the latest financial projections and discuss the current thinking on when people should claim their Social Security benefits.
This webinar will feature:
- Key highlights from the latest OASDI Trustees Report
- Current proposals to reform Social Security
- The psychology of claiming a lower benefit now vs a higher benefit later
- How to measure the risks surrounding the Social Security claiming decision
- How to talk to clients and prospects about Social Security in the context of their overall retirement income plan
Presenter:
Your webinar will be led by Elaine Floyd, CFP®, Horsesmouth’s Director of Retirement and Life Planning. Elaine is the author of The Financial Advisor’s Guide to Savvy Social Security Planning and The Financial Advisor’s Guide to Savvy Medicare Planning. She is often quoted in leading publications including the Wall Street Journal, Kiplinger’s Retirement Report, Marketwatch’s Retirement Weekly and other publications.
