Social Security is, for most retirees, the foundation of a solid retirement income plan. 

Yet, many pre-retirees lack critical information to make an informed claiming decision. 

Relying on an under-resourced Social Security Administration for assistance is not the solution. Now more than ever, financial professionals are in demand to help those approaching retirement navigate the variables that should be considered before making a claim.

Join Heather Schreiber, RICP®, NSSA®, as she uncovers five critical social security concepts every financial professional should know and how to turn them into meaningful strategy-based retirement solutions.

In “5 Critical Social Security Concepts You Should Know to Instantly Elevate Your Credibility” by Heather Schreiber, you will:

1. Broaden the scope of your conversations by understanding how benefits are calculated;
2. Learn how to answer questions regarding eligibility for auxiliary benefits confidently;
3. Navigate working and claiming benefits with the right questions;
4. Gain instant hero status by identifying an often-overlooked income strategy for surviving spouses;
5. Identify strategies to mitigate taxes and avoid visits from “Aunt” IRMAA;
6. Weave Social Security planning into your value proposition without becoming an expert. 

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.

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. 

Overall Rating: 4.9 / 5