Planning with and for Social Security

Social Security should be changing, but it isn't yet. As your clients age, this crucial retirement plan component is often overlooked. Financial planners should anticipate an increased demand for guidance on integrating Social Security into their clients' overall financial plans. Join us for a brief exploration of this important topic.

Learning Objectives:

• Identify eligibility criteria for retirement benefits and understand the amounts available.
• Understand the difference between retiree, spousal, and family retirement benefits.
• Analyze the effects on the timing of filing and retirement benefit claims.