Don’t fall into the traps other advisors do when integrating Social Security planning into their practice.

On this webinar, the recognized leader in Social Security planning will share the top 3 mistakes most advisors make in Social Security planning.

Join Bill Meyer, creator of the SSAnalyzer, for a discussion on:

  • Common mistakes most advisors make and how to avoid them
  • Best practices in practice management around Social Security
  • How to use Social Security to bridge to a broader retirement income conversation

Key Speakers

David Adler
Wealth Management & Behavioral Finance Expert (Moderator)
William Meyer.
Founder and CEO, Social Security Solutions