5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility
04/23/2023 5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility Rebroadcast at 2-3 PM EDT
Overall Rating: 4.9 / 5
Social Security is the foundation of a solid retirement income plan.
Yet, many pre-retirees lack the knowledge to make an informed claiming decision. This is your opportunity to shine!
Discover 5 critical components that every financial advisor and tax professional should understand, along with the strategies to implement to instantly elevate your credibility. Learn how to turn these main-stream challenges into opportunities to empower your clients and increase your sales opportunities.
In "5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility" by Heather Schreiber, you will learn:
- The steps behind the Social Security benefits formula and why it is so important for near retirees to understand it too;
- The differences between deemed filing and restricted filing once and for all;
- How to respond effectively to the breakeven question, particularly when dealing with couples;
- Why working and filing for benefits may not mesh, on a variety of levels;
- How to instantly elevate your credibility and increase income for widows and widowers using an often-overlooked strategy;
- How to effectively weave Social Security into your planning process without becoming a Social Security expert.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Heather Schreiber, RICP® Founder and President, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals.
Meet Heather Schreiber, RICP®, Social Security Expert
Retirement planning experience
With over 20 years in the industry, Heather has worked within the finest organizations including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank and one of the largest FMOs in the country.
Heather’s breadth of knowledge extends far beyond Social Security planning and includes retirement income distribution strategies, charitable giving, the rules that govern qualified plans and IRAs, multi-generational planning, tax mitigation techniques, and IRS reporting issues to name a few.
Retirement planning thought leadership and expertise
With a focus on holistic planning, Heather Schreiber, RICP®, prides herself in her ability to customize potential solutions to meet the needs of each client or prospect as well as her ability to turn complex strategies into easy to understand terms.
Heather Schreiber is frequently asked to speak at industry events, radio programs, recruiting webinars and created and led a series of bi-annual 2 ½ day intensive training events for elite advisors on effectively weaving Social Security planning into their sales process.
Heather’s enthusiasm for her craft and those with whom she partners extends beyond the knowledge that she has gained through a career dedicated to helping financial professionals create retirement income solutions for their clients; she is the consummate educator and loves to teach financial professionals as well as their strategic partners new strategies to help their clients move into an informed retirement with a greater sense of confidence.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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