Skip to main content

Social Security Benefit: Understanding and Optimizing

Topic

General Principles of Financial Planning

Program ID

302292

Hours

1

Format

Self-Study / Recorded webinar

Complexity

Intermediate

Description

This course is designed to give the financial advisor professionals a clear understanding of the importance of Social Security planning as part of their clients’ overall retirement plan.

Learning Objectives

At the conclusion of the course, the student will be able to: • Relate the various Social Security programs; • Explain eligibility; • Calculate Social Security benefits; • Maximize benefits for your clients;