Social Security Financial Wellness: Help Your Clients Maximize Their Benefits
Date: 2024-08-28
Most Americans don’t understand the 2,700-plus Social Security rules, don’t know who to ask for help, and don’t realize the impact of an uninformed decision on their financial future. As a result, 96% of those collecting Social Security today failed to maximize their benefits, resulting in an average loss of over $139,000 per household. The stakes are high, and with Social Security, you have one chance to get it right – forever.
Join us for this critical webinar to learn how you can help clients optimize their benefits!
After a brief overview of the basics, we will cover rules related to:
- Unique claiming strategies
- Understanding spousal and survivor benefits
- How non-covered pensions affect Social Security benefits
- Dependent benefits for minor and adult disabled children
- Pitfalls of the earnings test and MORE!