Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber
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” 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.
Heather Schreiber, RICP® Founder and President, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals
Your presenter for this live professional development webinar is Heather Schreiber, RICP®. In her role as Founder and President of HLS Retirement Consulting, LLC, Heather partners with financial, legal, and tax professionals to build holistic client solutions for retirement.
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
1 hr CFP®, CRC®, and other CE Credit Reporting
Overall Rating: 4.0 / 5
Retail: $29.00 Add to Cart
Video and audio MP3 formats available
Specifications: 60-minute webinar course
Knowledge Level: 2 – Overview
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.