Creating smart Social Security claiming strategies for your clients is more complicated after the recent Social Security rule changes and new Tax Cut and Jobs Act. Adding Social Security claiming advice to your practice presents an opportunity for you to bring additional value to clients and prospects, and grow your business.

Join William Meyer, Founder of, the leading Social Security software and training company, on this webinar to learn more about:

  • New opportunities and approaches for helping your clients claim Social Security
  • How the tax impact on your clients has changed
  • Coordination of Social Security with your retirement planning process

Key Speakers

William Meyer
Founder and CEO
David Adler
Wealth Management & Behavioral Finance Expert (Moderator)
William Reichenstein
Principal of Research,