Webcast: Optimizing Social Security Benefits for Your Clients

July 31, 2018

Recording | Presentation material

Social Security is the base of everyone's retirement yet is the least understood by most clients. Learn the ins and outs of the system and how to best advise your clients of the optimal claiming strategies.

Learning objectives:

  • Learn how best to advise your clients when to begin benefits
  • Learn about the process for Social Security disability and how much your clients will receive
  • Understand various Social Security scenarios through real life examples