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Maximizing Your Clients’ Social Security - Matthew Allen

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, you are going to receive many Social Security questions.


Overall Rating:   4.7 / 5

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Retail:  $39.00      
$39.00

You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Matthew Allen, Co-Founder and CEO of www.SocialSecurityAdvisors.com and www.SocialSecurityPro.com. is Matthew Allen, Co-Founder and CEO of Social Security Advisors and Social Security Pro        

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About this course:

With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, you are going to receive many Social Security questions.

 

The average couple receives over $1 million in lifetime Social Security benefits, so for many of your clients, this will be a critical component of their overall financial and retirement planning. In addition to adding value by helping your existing clients make an informed Social Security decision, knowledge of Social Security can also be helpful to your overall practice and is a great lead generator.

 

Matthew Allen, Co-Founder and CEO of Social Security Advisors and Social Security ProIn this one-hour session, you will learn:

  1. Why 70% of Americans leave money on the table.

  2. How to help married, single, divorced, and survivor clients maximize their benefits.

  3. How to file, when to file, and the correct way clients should file for their Social Security.

  4. How to avoid costly mistakes and common traps.

  5. The “Other” Social Security benefits most clients (and their advisors) are not aware of.

Your presenter for this course is:

Matthew Allen, Co-Founder and CEO of www.SocialSecurityAdvisors.com and www.SocialSecurityPro.com. Matthew is frequently quoted as a Social Security expert by the Wall Street Journal, Investment News, Financial Planning Magazine, and ThinkAdvisor among others. He is also the instructor of the course, “Maximizing Your Social Security.”

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

View brief YouTube clips of Retirement Resource Center courses:
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Visit Retirement Insight & Trends for articles by leading industry experts:
Retirement Insight and Trends - Free Newsletter - Each issue worth 1-2 hrs CFP®, CRC®, PACE CE        

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Specifications: 60 minute webinar course
SKU: 03IRRCMaximizingSSWebinar17
Knowledge Level: 3 - Intermediate

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