Missing opportunities to save more or to leverage little-known strategies can make the difference in setting the stage for a purposeful retirement, rather than a reactive one.
The risks many retirees face is many – from longer life expectancies, dwindling pensions and rising healthcare costs, to concerns over Social Security trust funds continued insolvency on the horizon. You can help your clients identify potential roadblocks and leverage opportunities along the path to an empowered retirement where they sit squarely in the driver’s seat equipped to take charge of their road to retirement.
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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