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! Discover 5 critical components that every financial advisor and tax professional should understand, along with the strategies to implement to instantly elevate your credibility. Learn how to turn these main-stream challenges into opportunities to empower your clients and increase your sales opportunities.

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

1. The steps behind the Social Security benefits formula and why it is so important for near retirees to understand it too;
2. The differences between deemed filing and restricted filing once and for all;
3. How to respond effectively to the breakeven question, particularly when dealing with couples;
4. Why working and filing for benefits may not mesh, on a variety of levels;
5. How to instantly elevate your credibility and increase income for widows and widowers using an often-overlooked strategy;
6. How to effectively weave Social Security into your planning process without becoming a Social Security expert. 

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

Heather partners with financial, legal, and tax professionals to build holistic client solutions for retirement. Heather prides herself in her ability to customize potential solutions to meet the needs of each client or prospect as well as her ability to turn complex strategies into easy to understand terms. In her 20th year in the industry, Heather has worked within the finest organizations including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank and one of the largest FMOs in the country. She is frequently asked to speak at industry events, radio programs, recruiting webinars and created and led a series of bi-annual 2 ½ day intensive training events for elite advisors on effectively weaving Social Security planning into their sales process.

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