A - Helping to Secure Your Clients' Retirement: Transforming Social Security into Winning Retirement Strategies - 2014 Personal Financial Planning Conference

A top concern of your baby boomer clients is outliving their retirement savings, making the decision of when to collect Social Security retirement benefits incredibly important. While many clients are hardwired to believe they should begin collecting benefits as early as possible, there are many other options to consider. Social Security rules are complicated; by understanding the basics, you can help your clients maximize their Social Security retirement benefits while boosting loyalty and increasing referrals.   

Session Information
Session Date:
November 21, 2014
A - Helping to Secure Your Clients' Retirement: Transforming Social Security into Winning Retirement Strategies - 2014 Personal Financial Planning Conference
Speaker Information
John P. Brogan, CIMA®, AIF®, BLACKROCK
Individual topic purchase: Selected
Georgia Society of CPAs
General: 1.50
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