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InFRE's 2018 3rd Qtr Issue of Retirement Insight and Trends

The September 2018 free quarterly newsletter features articles on Protecting Your Clients and Social Security.

 Heather Schreiber, RICP®, President and Founder, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial ProfessionalsBob Mauterstock, CFP®, ChFC, CLTC

Articles in the 3rd Quarter - September 2018 Issue:

  • Protecting Your Clients from Financial Abuse by Bob Mauterstock, CFP®, ChFC, CLTC
  • Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects by Heather Schreiber, RICP®, founder of HLS Retirement Consulting, LLC.

Some of the topics covered in this issue:

  1. Learn the recent legislation that will impact your ability to help you clients avoid financial abuse; why some elder clients are susceptible to financial abuse; how to detect financial abuse that is affecting your clients; and the steps you can take to help your clients avoid financial abuse.

  2. Learn how to talk about Social Security with your clients; how to de-mystify the myths surrounding the claiming strategies; help create value to your client and trust in your relationship; and how to help married clients see the bigger picture.

1 hr CRC Only Continuing Education Credit Reporting

After passing exam, reporting for CRC® CE credit is free. If you select to report for credit, be sure to add your CRC®  ID at checkout..

Developed by: International Foundation for Retirement Education (InFRE)

Designed for: Advisors and Retirement Counselors

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.


InFRE's 2018 3rd Qtr Issue of Retirement Insight and Trends


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