Leveraging the Social Security Claiming Decision to Uncover Opportunities to Bring Value to Your Clients and Prospects

  • 28 Jun 2018
  • 1:00 PM - 2:00 PM
  • Time is in Eastern Time / Webinar

Registration

  • Clients with active consulting memberships get free access to most webinars.

    To sign up for membership , copy and past this URL to your browser http://iraeducationcenter.com/Registration
  • Clients with active consulting memberships get free access to most webinars.

    To sign up for membership , copy and past this URL to your browser http://iraeducationcenter.com/Registration

Register

Presenter: Heather L. Schreiber, RICP®

 

Fee: $29 for nonmembers . Free for members

 

Description: An explanation of the rules and regulations that govern the movement of assets between retirement accounts. This includes rollovers between qualified plans, rollovers between IRAs and rollovers between qualified plans and IRAs.  Includes traps that should be avoided, withholding rules, and rolling to a Roth vs. a traditional IRA . 

NO PRE-APPROVED CE CREDITS. YOU MAY CHECK WITH YOUR EDUCATIONAL ORGANIZATION FOR CE ELIGIBILITY

Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions

 

Description: Do many of your clients or prospects nearing retirement ever have questions about Social Security?  Are you routinely using these questions as an opportunity to help your clients navigate their way toward an informed retirement?  If you aren’t talking about Social Security with your clients either because you think there is really nothing to discuss since the rules changed or there is no opportunity in it for you, you just might be missing the boat to a deeper level of trust from your clients and an opportunity for you to grow your business.  Join Heather Schreiber, RICP, as she discusses ways to uncover opportunities to increase your clients’ retirement income, identify potential pitfalls when making the claiming decision and increase your likelihood of referrals through a holistic planning approach.

Topics covered include:

  • If you aren’t talking about Social Security, you may be missing a huge opportunity
  • De-mystifying the myths surrounding the claiming strategies
  • Clients don’t know what they don’t know.  How you can help create value to your client and trust in your relationship.
  • How to help married clients see the bigger picture.
 

Please Note: We will send you the information to dial into the webinar at least 24 hours prior to the scheduled start time.

 

SPACE IS LIMITED. REGISTER NOW AND RESERVE YOUR SPOT

 

If you are unable to attend: If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.

Please see our cancellation policy herehttp://iraeducationcenter.com/page-1836478

 

 

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