CFP®; CIMA®, CPWA®, CIMC®, and RMA℠ Eligible

Duration: 1 Hour

Option 1: Thursday, February 11^th at 12:00pm ET

Option 2: Tuesday, March 2^nd at 12:00pm ET

This session will be interactive with discussion and Q&A.

Course Description

With limited other resources, clients are turning to their financial professionals for advice on Social Security. Advisors who can provide education and guidance on Social Security as part of the retirement planning process are more likely than their peers to retain retiring clients, grow share of wallet and gain referrals.

Learning Objectives

• Understand the fundamental rules
• Recognize the options and benefits available
• Incorporate the collection decision into retirement plans