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DTSTAMP:20260807T191543Z
DTSTART:20260824T170000Z
DTEND:20260824T190000Z
LOCATION: **Online**
SUMMARY: Social Security Strategy for Planners
DESCRIPTION: Social Security decisions are permanent\, highly personalized\, and frequently misunderstood &mdash\; 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:
When to claim
How spouses coordinate benefits
What changes after a divorce or death
How taxes and Medicare can affect net outcomes

You'll gain practical techniques for modeling trade-offs\, stress-testing assumptions\, and documenting recommendations in a way that supports high-quality client service.
CLASS:PUBLIC
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