10/02/2018 Maximizing Your Clients’ Social Security – Matthew Allen – REBROADCAST

This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, October 2, 2018, 3:00 PM – 4:00 PM EDT – no need to take the online quiz to receive CE! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

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.

Maximizing Your Clients’ Social Security - Matthew Allen

Maximizing Your Clients’ Social Security – Matthew Allen

In this one-hour session on Social Security, 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.
Matthew Allen, Co-Founder and CEO of Social Security Advisors and Social Security Pro

Matthew Allen, CEO, Social Security Advisors

Matthew Allen, Co-Founder and CEO of Social Security Advisors and Social Security Pro

Matthew has been at the forefront of financial services for over a decade. He has helped thousands of seniors maximize their Social Security benefits and avoid costly mistakes when filing. In working with his clients, he realized that there was a major education and advice gap when it came to Social Security and was determined to fill this void by co-founding Social Security Advisors. Having performed countless hours of client-focused research, Matthew applies this powerful knowledge and expertise by bringing insightful product vision, finance, and leadership skills to Social Security Advisors.He is also the instructor of the course, “Maximizing Your Social Security.”

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

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 certifications for CE credit.

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Overall Rating: 4.7 / 5

Retail: $29.00

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Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications: 60 minute webinar course

Elearning coursesSKU: 03IRRCMaximizingSSWebinar17

MP3 Audio Download and PDF handoutKnowledge Level: 3 – Intermediate

Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2017 presentation.

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