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5 Social Security concepts you need to know – part 2

August 7 @ 11:00 am - 12:00 pm

Join highly regarded Social Security and retirement thought leader Heather Schreiber, RICP®, NSSA®, IRMAACP™, who will teach you how to turn critical Social Security concepts into strategy-based holistic retirement solutions — without requiring you to be a Social Security expert. In part 2 of her two-part webinar series, she’ll:

  • Share how to use the breakeven question to help enhance your credibility with couples
  • Uncover pitfalls in survivor claiming and strategies for optimizing cash flow that are often overlooked
  • Reveal strategies for helping maximize Social Security income while minimizing the erosion of the benefit to taxes and Medicare surcharges

Provide actionable steps to help grow your business using Social Security strategies as your competitive advantage