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Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects - Heather Schreiber

Social Security is a very real part of the retirement income for the majority of Americans.

As financial professionals, it is difficult not to weave this component into your conversations with your clients and prospects and they prepare for retirement.

Learn about Social Security from a holistic point of view and how you can help uncover opportunities to enhance retirement income for your clients.

In “Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects” by Heather Schreiber, you will learn:

  1. How to talk about Social Security with your clients;
  2. How to De-mystify the myths surrounding the claiming strategies;
  3. Clients don’t know what they don’t know. Help create value to your client and trust in your relationship;
  4. How to help married clients see the bigger picture.

Your presenter is Heather Schreiber, IRMAACP™, RICP®, NSSA®, Founder and President, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals.

Heather Schreiber

With over 30 years in the financial services industry, Heather Schreiber, IRMAACP™, RICP®, NSSA® has dedicated her career to providing advanced planning support and education to financial and tax professionals. Her passion for consumer advocacy and a deep understanding of the critical role advisors play in improving financial literacy and retirement readiness have been the driving forces behind her success. Heather excels at simplifying complex financial strategies, helping advisors seamlessly integrate them into their income planning solutions.

Heather is a sought after keynote speaker on Social Security and tax efficient retirement income strategies, known for blending deep expertise with a touch of humor. Founder of HLS Retirement Consulting in Woodstock, GA, Heather and her team focus on advanced case design so their advisor clients can focus on delivering exceptional, personalized service to theirs.

She is an established author on Social Security and other retirement income-related topics. She has been published in AARP, the Wall Street Journal, USA Today, Think Advisor, The Street, Investor’s Business Daily, Ed Slott’s IRA Advisor, and other financial publications.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber

Overall Rating: 4.3 / 5

The $29 fee is waived for all 90 Days – $125 and 365 Days – $250 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!
 

Retirement Resource Center Risk Free Guarantee

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.

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Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects - Heather Schreiber

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