Social Security Strategy for Planners
2.0 Credits
Member Price $89.00
Non-Member Price $109.00
Overview
Social Security decisions are permanent, highly personalized, and frequently misunderstood — and that’s why these client conversations are so important.
To assist clients effectively, you need the most up-to-date information.
In this PFP Section webcast, you’ll receive timely updates on key rules and planning considerations and learn a repeatable approach for building and communicating a Social Security claiming strategy within a broader retirement income plan.
The focus will be on the questions clients actually ask:
You'll gain practical techniques for modeling trade-offs, stress-testing assumptions, and documenting recommendations in a way that supports high-quality client service.
Highlights
Prerequisites
Basic knowledge of financial planning, estate planning, and tax planning
Designed For
Objectives
- Identify common client Social Security planning questions.
- Apply a structured process to evaluate claiming options.
- Analyze key tradeoffs that affect optimal claiming decisions, including longevity, inflation, and coordination with portfolio withdrawals.
- Compare spousal and survivor benefit considerations (including divorce and widow(er) scenarios) to improve household-level outcomes.
- Apply tax and Medicare-related considerations in Social Security strategy discussions and client communications.
Non-Member Price $109.00
Member Price $89.00