Maximizing Your Clients’ Social Security
Overall Rating: 4.7 / 5
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 "Maximizing Your Clients’ Social Security" by Matthew Allen, you will learn:
- Why 70% of Americans leave money on the table;
- How to help married, single, divorced, and survivor clients maximize their benefits;
- How to file, when to file, and the correct way clients should file for their Social Security;
- How to avoid costly mistakes and common traps;
- The “Other” Social Security benefits most clients (and their advisors) are not aware of.
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.
Meet Matthew Allen, Social Security Expert
Retirement planning experience
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.
In addition to co-founding Social Security Advisors, Matthew also founded The Universal Group of Companies, a private investment firm, in 2004. From 2000 to 2004, Matthew was a NYSE Market Maker with LaBranche & Co., a Fortune 500 New York Stock Exchange firm.
Retirement planning thought leadership and expertise
Matthew is an established speaker on Social Security topics, including how to maximize your clients’ Social Security.
As a serial entrepreneur who is driven by a passion for providing industry-leading advice to his clients, Matthew Allen 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.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Quality Partner of the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
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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