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5 Social Security concepts you need to know – part 2

August 7 @ 11:00 am - 12:00 pm

Join highly regarded Social Security and retirement thought leader Heather Schreiber, RICP®, NSSA®, IRMAACP™, who will teach you how to turn critical Social Security concepts into strategy-based holistic retirement solutions — without requiring you to be a Social Security expert. In part 2 of her two-part webinar series, she’ll:

  • Share how to use the breakeven question to help enhance your credibility with couples
  • Uncover pitfalls in survivor claiming and strategies for optimizing cash flow that are often overlooked
  • Reveal strategies for helping maximize Social Security income while minimizing the erosion of the benefit to taxes and Medicare surcharges
  • Provide actionable steps to help grow your business using Social Security strategies as your competitive advantage