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InFRE's April, 2022 Issue of Retirement Insight and Trends

The April, 2022 free quarterly newsletter features articles on Estate Planning, Annuities and Social Secuirity.

Articles in the April, 2022 Issue:

  • "5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility"  by Heather L. Schreiber, RICP®, HLS Retirement Consulting, LLC
  • "Determining Your Client’s Retirement Income Style"  by Wade D. Pfau, Ph.D., CFA, Professor of Retirement Income for the American College of Financial Services.
  • “Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare"  by Kelley Long, CPA/PFS, CFP®

Some of the topics covered in this issue:

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

  2. Identify various approaches taken for retirement income strategies; explain underlying retirement income factors which explain retiree preferences that coalesce into a retirement income style; link retirement income styles to existing strategic approaches for retirement income that satisfy retiree preferences.

  3. Review the basics of HSAs; learn multiple advanced planning techniques utilizing HSAs; gain several practical tips to incorporate your HSA expertise into client communications; enhance your reputation as a trusted advisor.

1 hr CFP®, CRC® and other CE Credit Reporting

After passing exam, reporting for CFP®, CRC® and other CE credit is free.  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 CFPand/or CRC® IDs.  You are responsible for reporting all other certifications for CE credit. 

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 April, 2022 Issue of Retirement Insight and Trends


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