Attend the upcoming rebroadcast to receive CE without the need to take the online exam. Purchase of this course prior to the rebroadcast date gives you access to the online recorded webinar course immediately (quiz required to receive CE credit), and allows you to register for the Rebroadcast session on Tuesday, September 9, 2025, 3:00 PM – 4:00 PM EDT.
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.
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
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.
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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