SS Benefit AppHelping Clients Maximize Social Security Benefits Post Bi-Partisan Budget Bill

 
 

The 2015 Bi-Partisan Budget Bill made significant changes to the Social Security program by phasing out two very powerful strategies, File and Suspend along with Restricted Application.  Financial Planning professionals must understand these changes and help them guide their client to maximizing their Social Security benefits.   The session will also focus on the 3-legged stool approach to maximizing Social Security benefits for married couples and provide and understanding of what claiming strategies remain.  Click here for more information.
 

Program has been accepted for 1 hour CE for Florida Insurance; CFP®, PACE
CPE: Self reporting.

 

 

 

 

 

 

 

 

 

 

 

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Defining and Communicating Your Value

The first of three exclusive, action-oriented whitepapers based on the recent practice management research by the FPA Research and Practice Institute™.
Download your copy today!

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3 Step Action Plan 1
Operationalizing and Communicating Your Value

The second of three exclusive, action-oriented whitepapers based on the recent practice management research by the FPA Research and Practice Institute™.
Download your copy today!

Download PDF