Description
Gain a firm understanding of Social Security retirement benefits and when it makes sense to delay so you can properly advise your clients.
Social Security has been in the news recently as we are only 11 years away from the year that the Trustees of the Social Security Trust Fund have predicted the system will run out of money and only be able to pay 80 of projected benefits. Your clients are going to be asking more and more questions about Social Security.
This presentation will cover the history of Social Security how to apply for benefits a discussion of the optimal time to begin benefits, and a couple of case studies of optimal choices survivor Social Security benefits disability Social Security benefits and other Social Security nuance like the WEP, GPO, and divorce. After the presentation, you will have the materials and knowledge to guide your clients in making informed Social Security benefit decisions.
Date: 2023-04-27 Start Time: 1:00 PM ET End Time: 2:05 PM ET
Learning Objectives
* You will be able to describe the history of Social Security, which will illustrate to your clients that there have been many times the Social Security law has been changed.
* You will be able to explain why someone who worked as a civil servant, law enforcement officer, or teacher may not get a full Social Security benefit.
* You will be able to discuss the various options available when deciding to begin Social Security benefits and help your clients choose what is best for their situation.
* You will be able to recognize the many ways you can help your client with Social Security beyond the basics of retirement benefits.