Most Americans are unaware of the complexities surrounding Social Security. With over 2,700 rules, it's no wonder many feel lost about where to seek help and how to make informed decisions. Shockingly, 96% of those currently collecting Social Security missed out on maximizing their benefits, leading to large losses per household. The stakes are high, and with Social Security, you only have one chance to get it right – forever.
Join us on Wednesday, August 28th, 2024, from 12:00 pm to 1:00 pm Eastern for this crucial webinar, sponsored by RSSA, to learn how you can help your clients optimize their benefits. This webinar is free for everyone thanks to the NAIFA-RSSA co-sponsorship. CE credits are also available for participants.
The webinar will begin with an overview of Social Security fundamentals. Following this, our speaker, Martha Shedden, President and Co-founder of the National Association of Registered Social Security Analysts (NARSSA) and a Chartered Retirement Planning Counselor (CRPC), will dive deep into unique claiming strategies that can help your clients claim their benefits in the most advantageous way possible.
You'll also learn about the often-overlooked spousal and survivor benefits, and how to maximize these for your clients. Additionally, we will cover the impact of non-covered pensions on Social Security benefits, offering insights on the best approaches to handle these situations. The session will provide valuable information on dependent benefits for minor and adult disabled children, ensuring they receive the maximum support. Lastly, we'll address the pitfalls of the earnings test and how to navigate this tricky area effectively.
This webinar is an essential event for financial professionals who want to deepen their understanding of Social Security and provide their clients with the best possible guidance. Don’t miss this opportunity to enhance your skills and help your clients secure their financial future. Register today!
RSSA speakers will also be featured at NAIFA's Apex and NLC conference for those looking to learn even more!