Maximizing Your Clients’ Social Security – Matthew Allen – Learn more

 

Maximizing Your Clients’ Social Security – Matthew Allen

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.

 

In this one-hour session on Social Security, you will learn:

Maximizing Your Clients’ Social Security - Matthew Allen

Maximizing Your Clients’ Social Security – Matthew Allen

  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.

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

 

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

Matthew Allen, CEO, Social Security Advisors

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.”

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

 

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

CFP BOARD - CE Quality Partner - Retirement Resource CenterWe 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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