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Understanding the Social Security Trustees Report
Tuesday, July 28 at 4:00 PM ET/1:00 PM PT
The OASDI Trust Fund is expected to exhaust in the third quarter of 2034, according to the latest Trustees Report. What does this mean for the future of Social Security? Will benefits have to be cut? Is the whole system in jeopardy? And how accurate is this projection anyway? The OASDI Trustees Report is a collection of assumptions and projections that attempt to discern the solvency of the Social Security over the next 75 years. In this webinar we take a deep dive into these assumptions and projections to better understand the future of Social Security, what needs to happen to restore actuarial balance, and how your clients might deal with the uncertainties surrounding this important source of retirement income.
This webinar will cover:
- The purpose of the Trustees Report: Who is it written for, what is the message, and what’s supposed to happen next?
- An analysis of the key demographic and economic assumptions that go into the Trustees’ projections
- An exploration of the different ways Social Security might be reformed; what is Congress thinking right now?
- How to talk to clients about the future of Social Security and what it means for their own retirement income planning
Presenter:
Your workshop 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.
