Social Security Seminars For Financial Advisors

Advisors and their clients face new challenges and opportunities in financial planning as the tax cuts and jobs act passed in the final weeks of 2017 includes changes to tax rates deductions and many provisions of the tax code.

Social security seminars for financial advisors.

To find the office nearest you please go to our ssa office locator. Social security offers online applications for retirement spouse s medicare and disability. This seminar examines key provisions of the new law and includes planning considerations and strategies. How can you obtain social security services.

Social security solutions training focuses on basic social security rules advanced strategies for integrating social security into a broader financial plan and information about using social. To help its clients maximize their social security benefits. Long time public affairs specialist at the social security administration in orange county frank van nostrand will present the nuts and bolts of social security. Answer a few basic questions for us and after a full analysis of all your claiming options you ll receive your maximum social security strategy sm via email tailored specifically for you and a personalized recommendation from your social security advisor so you can start earning more.

This seminar will help answer all of the following questions and assist in strengthening your understanding of social security and medicare. When to actually claim social security at the earliest age of 62 to the maximum age of 70 is a complex issue and a very important conversation for financial advisors to have with their. Curious about the effects of social security on your financial situation. You can also search within a certain distance from your zip code or find an advisor by name using the name keyword search.

This service is intended for potential clients to locate an advisor. You can go into any of nearly 1 300 social security offices nationwide. Or you can call our toll free telephone number 1 800 772 1213 to receive the services listed above this toll free telephone number service is available from 7 a m. If you have any questions please contact us.

Matthew is a co founder and ceo of social security advisors an innovative advisory firm with a single mission. This site provides information to financial planners regarding the various social security programs and medicare and is a valuable resource in helping your clients plan for retirement or other life events. If you chose the premium plan you will then have unlimited access to your social security advisor by.