Understanding and Optimizing Social Security Benefits

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Social Security can be a confusing and complex topic for many clients. It is our fiduciary duty to ensure our clients understand their claiming options and Social Security pitfalls and rules that impact on their specific circumstances. Join us for this webinar to learn more about Social Security, including the basics, complexities, and examples of how clients are impacted by the pitfalls they are usually unaware of.

Competency Level: Intermediate

FPA Competency: Client Communication & Care

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Thomas Drapala

Director of Strategic Partnerships

Registered Social Security Analysts

Thomas Drapala, RSSA is Director of Strategic Partnerships for Registered Social Security Analysts. RSSA is the leader in Social Security training and education for financial and insurance professionals. Tom has extensive Social Security knowledge including the most difficult cases to ensure agents and advisors receive top notch education, technology, marketing, and support through the RSSA Social Security Program. Tom has a Masters in Financial Management from LIU Post and lives on Long Island with his wife and two young children.