Description
This is a Live course in which Financial Planners will learn the complex calculations of benefits at any age and for any marital status and will become knowledgeable in the many strategies involved with savvy retirement planning, such as earning “delayed retirement credits,” and the filing strategies of “file and suspend” and filing a “restricted application.”
If the Certified Financial Planner is developing plans for their clients’ retirement, this course will help in understanding what benefits are available and show how they can plan retirement strategies to maximize their benefits. If the Certified Financial Planner can maximize Social Security benefits by utilizing this course to explain the many options available to their clients – their clients will be well served.
Learning Objectives
To Teach the complex calculations of benefits at any age and for any marital status, and to become knowledgeable in the many strategies involved with savvy retirement planning, such as earning "delayed retirement credits," and the filing strategies of "file and suspend" and filing a "restricted application."
This course will help in understanding what benefits are available, and show how to plan strategies to maximize benefits. This course will help advisors explain the many options available to their clients - as well as to themselves.