Use Social Security expertise to open more doors with prospects

Be prepared to answer clients’ most pressing questions

Social Security is one of the most natural entry points into a retirement planning conversation.

People approaching retirement want to know when to claim, how much they may receive, and how their decisions could affect a spouse. Advisors who can answer these questions clearly have an opportunity to demonstrate value early, often before a prospect has made major decisions about retirement income, rollovers, taxes, or Medicare.

But first, clients want to know if Social Security will even be there for them.

In this 3-hour advanced workshop, you’ll deepen your knowledge of Social Security while building expertise you can use to attract and serve retirement prospects.

Turn what you learn into client acquisition

Your package includes:

• A client-facing presentation: Savvy Social Security Planning: What Retirees Need to Know About this Important Source of Income
• A companion client handout
• Practical ideas you can use in year-end reviews, educational events, and prospect conversations

Price: $795

Date and time: November 5, 2:00 p.m.–5:00 p.m. ET

Use the materials to educate your audience, demonstrate your planning process, and create opportunities for deeper follow-up conversations.

Register Now!

What you’ll learn

During this 3-hour session, you’ll explore advanced Social Security issues including:

• How Social Security is financed and why it’s important to know the difference between the trust fund perspective and the unified budget perspective
• The latest proposals to restore solvency to the system
• How to address clients’ fears about benefit cuts and deliver solid claiming advice
• The complicated rules and formulas governing the retirement earnings test, for clients who continue to work
• What it takes to establish a Social Security account under SSA’s new identity verification procedures
• How to guide clients through the benefit application process, and help them decide what to do about Medicare

The goal is to help you handle more complex client situations and communicate your expertise with greater confidence.

This workshop is for advisors who want to:

• Use Social Security education to attract retirement prospects
• Create more opportunities for one-on-one planning conversations
• Differentiate their practice with a recognizable area of expertise
• Strengthen their technical Social Security knowledge
• Make more informed recommendations for clients and couples
• Avoid common Social Security planning mistakes
• Expand Social Security conversations into broader retirement-income planning
• Earn 3 CFP® CE credits

Build expertise prospects can understand

“Comprehensive financial planning” can feel abstract to a prospect.

Social Security is immediate and concrete.

A prospect who understands that you can help them make an informed claiming decision has already seen a specific example of your value.

That conversation can become the beginning of a larger retirement planning relationship.

Register Now!