I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans. Denise Appleby
Social Security is a very real part of the retirement income for the majority of Americans. As financial professionals, it is difficult not to weave this component into your conversations with your clients and prospects and they prepare for retirement. Learn about Social Security from a holistic point of view and how you can help uncover opportunities to enhance retirement income for your clients.
Presenter: Heather L. Schreiber, RICP®
Fee: $29 for nonmembers . Free for members
NO PRE-APPROVED CE CREDITS. YOU MAY CHECK WITH YOUR EDUCATIONAL ORGANIZATION FOR CE ELIGIBILITY
Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions
Description: Do many of your clients or prospects nearing retirement ever have questions about Social Security? Are you routinely using these questions as an opportunity to help your clients navigate their way toward an informed retirement? If you aren’t talking about Social Security with your clients either because you think there is really nothing to discuss since the rules changed or there is no opportunity in it for you, you just might be missing the boat to a deeper level of trust from your clients and an opportunity for you to grow your business. Join Heather Schreiber, RICP, as she discusses ways to uncover opportunities to increase your clients’ retirement income, identify potential pitfalls when making the claiming decision and increase your likelihood of referrals through a holistic planning approach.
Topics covered include:
Please Note: We will send you the information to dial into the webinar at least 24 hours prior to the scheduled start time.
SPACE IS LIMITED. REGISTER NOW AND RESERVE YOUR SPOT
If you are unable to attend: If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.
Please see our cancellation policy herehttp://iraeducationcenter.com/page-1836478
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