Social Security Basics & Strategies for Maximizing Benefits 25-26

Social Security Basics & Strategies for Maximizing Benefits 25-26

Social Security Basics & Strategies for Maximizing Benefits 25-26

Overview

Though many clients see Social Security as a government benefit, it isÿa covered worker's investment asset to be managed like any other asset.ÿExamine issues like how Social Security benefits are calculated, identifying benefit-claiming strategies and what spouses can do now to maximize benefits at retirement.ÿYou'll 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 and techniques to maximize your clients' benefits.

8.0 CPE Credits

Registration

Registration is open through 08/13.

Member Price

$329

Nonmember Price

$439

Wednesday, August 13

7:30am to 3:30pm (Check-In 7:30am)

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