30
Understanding and Optimizing Social Security Benefits
Date: April 30, 2025
Time: 2:00 pm - 3:00 pm EST
Social Security is a critical component of retirement planning, yet many individuals and professionals fail to maximize its potential. In this webinar, we break down key Social Security strategies, eligibility rules, and optimization techniques to help clients make informed decisions. Whether you're an advisor looking to expand your expertise or use Social Security to open organic doors to grow your practice, this session will provide actionable insights to navigate the complexities of Social Security with confidence.
By the end of the session, attendees will be able to…
- Understand the Basics of Social Security: Eligibility requirements, benefit calculations, and key factors that impact Social Security benefits.
- Identify Strategies for Benefit Optimization: Evaluate claiming strategies, including early vs. delayed retirement, spousal benefits, and survivor benefits, to maximize lifetime income.
- Analyze the Impact of Working While Collecting Benefits: Understand how income affects timing and strategies of claiming Social Security benefits.
- Differentiate Between Various Social Security Benefit Types: Distinguish between retirement, spousal, survivor, and disability benefits, and identify who qualifies for each.
- Recognize Common Pitfalls and Misconceptions: Address common mistakes, such as filing too early, misunderstanding earnings limits, and failing to coordinate benefits with other retirement income sources.
This live webinar is approved for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations
