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Social Security Basics and Strategies For Maximizing Benefits Webcast

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Course Description

Though many clients look at Social Security as a government benefit, it is actually a covered worker's investment asset to be managed like any other investment asset. This course will examine issues ranging from how Social Security benefits are calculated to benefit claiming strategies to what spouses can do now to maximize benefits at retirement. Learn how Social Security works and explore common planning situations, including workers with and without spouses; sandwich generation families with dependent parents and minor children; and surviving and/or divorced spouses.

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Learning Format 8.0 Hours
Webcast / Webinar

Credit Type(s)
Management Advisory

Knowledge Level
Basic