How to Enhance Clients' Social Security Benefits

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Specialized Knowledge
Main
10/19/2023
5:00 PM - 6:00 PM
Commonwealth 1

Social Security continues to be a critical component of retirement income for many Americans and is often seen as the foundation of retirement income strategies. It is important for financial professionals to understand as much as possible about Social Security benefits in order to help their clients assess their situations, enhance their benefits, and create strategies to avoid any potential retirement income shortfalls.

Learning Objectives:

  1. Understand full retirement age and eligibility for Social Security benefits
  2. Understand key rules and other factors related to enhancing Social Security benefits
  3. Learn how to discuss and answer many Social Security benefit questions from retirees, spouses, and other eligible members of their families

This session is sponsored by Allianz.