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Social Security 201: Mastering the Client Mysteries

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Course Description

Are you overlooking the equivalent of $700,000 in your clients portfolios? In this session you will unlock Social Securitys top ten mysteries in an entertaining, humorous, and informative way. You will have knowledgeable, professional answers to client questions about Social Security. Profit from tips and materials to instantly increase client service, deepen client relationships, and build your practice using Social Security expertise. Learn how Social Security works for real people like your clients. Discover how Social Security payments are computed, whats in it for working and non-working spouses (and even former spouses), when and how to apply, and what happens with work after retirement. Learn how to get quick, online payment estimates for any clients future scenario. See the bottom line on career changes like early retirement or switching to part-time and hear a few good Social Security jokes.

Learning Objectives

Have knowledgeable, professional answers to client questions about Social Security. Profit from tips and materials to instantly increase client service, deepen client relationships, and build your practice using Social Security expertise. Learn how Social Security works for real people like your clients. Discover how Social Security payments are computed, whats in it for working and non-working spouses (and even former spouses), when and how to apply, and what happens with work after retirement. Learn how to get quick, online payment estimates for any clients future scenario. See the bottom line on career changes like early retirement or switching to part-time. Hear a few good Social Security jokes.

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Learning Format 1.0 Hours
Webcast / Webinar

Credit Type(s)
Finance Management Advisory