Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – Learn more
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” 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.
Retail: $29.00Add to Cart
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.
Heather 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. In her 20th year 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. She 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.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
Invest in Your Retirement Expertise
1 hr CFP®, CRC®, and other CE Credit Reporting
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