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Seven Common Social Security Mistakes — and How To Avoid Them
Tuesday, April 28 at 4:00 PM ET/1:00 PM PT
A high-earning couple can receive as much as $2.5 million in Social Security benefits over their respective lifetimes. Yet most people fail to appreciate the value of this universal resource or how they can manage it to gain maximum advantage. Mistakes are being made. Some of these mistakes cause thousands of dollars in benefits to be left on the table. Other mistakes result in overpayments that must be paid back, causing unexpected hardship and depletion of assets. The key to avoiding Social Security mistakes is doing the math and knowing the rules that pertain to each client’s situation.
In this webinar we will discuss seven common Social Security mistakes: How they can happen, the damage they can do, and how you can help your clients avoid them in the first place.
Topics include:
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Key questions to ask prospects and clients when beginning the Social Security conversation
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What people miss when contemplating the value of their Social Security
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How auxiliary benefits work and how much they can contribute to a clients’ monthly income
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SSA’s reporting requirements
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How financial advisors use Savvy Social Security planning to expand their network and grow their business
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.
