Social Security is the foundation of a solid retirement income plan. Yet, many pre-retirees lack the knowledge to make an informed claiming decision. This is your opportunity to shine! Join Heather Schreiber, RICP®, as she uncovers 5 critical components that every CPA, estate planning attorney, and financial advisor should understand, along with the strategies to implement and instantly elevate your credibility. Learn how to turn these mainstream challenges into opportunities to empower your clients and increase your sales opportunities.

Learning Objectives:

• Recall the steps behind the Social Security benefits formula and why it is so important for near-retirees to understand it too


• Differentiate between deemed filing and restricted filing once and for all


• Determine how to respond effectively to the breakeven question, particularly when dealing with couples


• Give examples of why working and filing for benefits may not mesh, on a variety of levels


• Identify how to instantly elevate your credibility and increase income for widows and widowers using an often-overlooked strategy


• Determine how to effectively weave Social Security into your planning process without becoming a Social Security expert