Register Below to Join this Free Webinar!
How To Help Clients Navigate Social Security and Medicare
Wednesday, May 7 at 4:00 PM ET/1:00 PM PT
Clients who aren’t used to dealing with large government bureaucracies are in for a surprise when they retire and find themselves having to interact with the Social Security Administration and sort through the many Medicare options. Horror stories are all over the media: Callers wait for hours on hold. Visitors to local field offices are turned away if they don’t have an appointment (and to get one they have to wait hours on hold). Questions go unanswered and snafus are impossible to get fixed due to staffing reductions and the ongoing agency-wide brain drain. But dealing with SSA is not optional. The benefits offered through Social Security and Medicare are vital to retirees’ well-being, and clients need to know how to interact with these government agencies in order to access them. In this webinar we’ll discuss the latest developments on staffing and service at SSA and give you tips on how to help your clients navigate through the bureaucracy with ease.
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.
