Register Below to Join this Free Webinar!
What Advisors Need To Know To Become the Go-To Expert on Social Security
Wednesday, September 9 at 4:00 PM ET/1:00 PM PT
Whether you are delivering a presentation to a roomful of pre-retirees or sitting at your desk with a client on the brink of retirement, questions about Social Security will come up. To establish yourself as a true expert on Social Security, your knowledge must go beyond the basics. You need to be able to cite rules on spousal benefits, survivor benefits, divorced-spouse benefits, and children’s benefits, and also know how the rules apply to each client’s situation. You need to understand the earnings test, how additional earnings (or lack thereof) affect a person’s Social Security benefit, and how to sort through the various benefits arising from multiple marriages and divorces. In light of SSA staffing shortages and a decline in representative training, informed financial advisors can become a unique resource to clients, prospects, and centers of influence, guiding them on how to access and maximize this important source of retirement income. If you can demonstrate real expertise in Social Security, engagement in other areas will follow.
At this free advisor webinar you will learn:
- The value of your advice: See how much more total benefits your clients can receive over their lifetime by pursuing the optimal claiming strategy
- Guidance for married couples: Who qualifies for spousal benefits and when? What must happen for a spouse to get spousal benefits?
- Advice for widows: How survivor benefits are calculated, why it’s crucial to map out a strategy before contacting SSA
- Divorced-spouse benefits: Why most divorced people actually don’t qualify for them, but what they may be able to get instead
- Resource roundup: Where to go for further training
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.
