This course will be REBROADCAST on: Monday, June 24, 2024, 1:00 PM – 2:00 PM EDT.

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 Monday, June 24, 2024, 1:00 PM – 2:00 PM EDT.

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, 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