Join this webinar on guiding clients on optimizing their Social Security benefits will explore these vital issues and more:

  • What assumptions should advisers not make when holistically incorporating Social Security benefits into client plans?
  • How can advisers best help clients decide on the right claiming strategy – start early, or wait several years when benefits would be higher?
  • Following recent revisions to federal regulations, how can advisers help clients who want to change their benefits?
  • Should clients postpone retirement even after age 70? What are the pros and cons?