Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects
Overall Rating: 4.3 / 5
Social Security is a very real part of the retirement income for the majority of Americans.
As financial professionals, it is difficult not to weave this component into your conversations with your clients and prospects and they prepare for retirement.
Learn about Social Security from a holistic point of view and how you can help uncover opportunities to enhance retirement income for your clients.
In "Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects" by Heather Schreiber, you will learn:
- How to talk about Social Security with your clients;
- How to De-mystify the myths surrounding the claiming strategies;
- Clients don’t know what they don’t know. Help create value to your client and trust in your relationship;
- How to help married clients see the bigger picture.
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).
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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