Register Below to Join this Free Webinar!
Social Security and Medicare: 10 Essential Things Every Advisor Must Know
Wednesday, November 12 at 4:00 PM ET/1:00 PM PT
Social Security remains one of the most powerful—and misunderstood—components of retirement income planning. With nearly 70 million Americans relying on benefits and countless claiming mistakes costing clients thousands, advisors can’t afford to overlook the details.
In this fast-paced, information-packed presentation, we’ll cut through the confusion and reveal the ten essential things every financial advisor should know about Social Security. You’ll learn how timing affects lifetime benefits, how to coordinate spousal and survivor strategies, and why earnings and taxation rules can make or break a retirement plan. We’ll also cover the crucial interplay between Social Security and Medicare, the latest on the Social Security Fairness Act, and the impact of inflation and COLAs on long-term projections.
Whether you’re helping clients maximize household benefits, avoid costly penalties, or simply understand what they’re entitled to, this session delivers the practical insights you need. Perfect for both seasoned advisors and those new to Social Security planning, this program will leave you confident, informed, and ready to deliver real value to your clients.
Join us to sharpen your expertise—and turn Social Security from a mystery into a powerful planning opportunity.
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.
