1 CFP® CE | In financial planning, Social Security is often underestimated or treated as a secondary consideration. However, it is one of the most significant assets in a client’s retirement portfolio. This session will explore how financial professionals can integrate Social Security strategies into comprehensive financial planning to optimize retirement outcomes, minimize tax burdens, and enhance overall wealth management. Attendees will gain insights into common mistakes, advanced claiming strategies, and the importance of Social Security in securing financial stability for clients. Don’t miss this opportunity to turn Social Security from an afterthought into a powerful tool in your financial planning practice.

Disclaimer:

The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.

• Recognize Social Security as a Foundational Retirement Asset – Understand how Social Security fits into a client’s overall financial plan and why it should be a key consideration in retirement income strategies.
  
• Apply Advanced Claiming Strategies for Optimal Outcomes – Learn how to help clients maximize their benefits through strategic claiming, tax-efficient withdrawals, and coordination with other retirement income sources.
  
• Leverage Social Security Expertise to Enhance Client Relationships & Business Growth – Discover how incorporating Social Security planning can differentiate your practice, improve client retention, and create new opportunities for cross-selling financial services.