Social Security decisions are permanent, highly personalized, and frequently misunderstood and that’s why these client conversations are so important.
To assist clients effectively, you need the most up-to-date information. In this PFP Section webcast, you’ll receive timely updates on key rules and planning considerations and learn a repeatable approach for building and communicating a Social Security claiming strategy within a broader retirement income plan.
The focus will be on the questions clients actually ask:
When to claim
How spouses coordinate