Wednesday, June 25, 2025 @ 5 p.m. Eastern
(4 p.m. Central, 3 p.m. Mountain, 2 p.m. Pacific)
Social Security remains a foundational pillar of retirement income planning, yet it’s also one of the most misunderstood elements of a financial strategy. Misinformation, political rhetoric, and the absence of personalized guidance often lead clients to make irrevocable—and costly—decisions about when and how to claim their benefits.
In this timely and practical session, Heather Schreiber, RICP®, NSSA®, IRMAA Certified Planner™, cuts through the complexity and confusion to deliver clear, actionable strategies that financial professionals can immediately apply. Learn how to integrate Social Security into broader retirement conversations with confidence, uncover overlooked opportunities for benefit optimization, and elevate your value as a trusted guide—not a government expert—for clients navigating this pivotal life decision.
Walk away with proven planning approaches and communication techniques that transform Social Security guidance into a key differentiator—enhancing client trust, improving retention, and positioning your practice at the forefront of holistic retirement planning.
Presenters: Heather Schreiber, RICP®, NSSA®, IRMAA Certified Planner™
CEU: This session is approved for CEU credit: 1 hour, Basic Finance & Bookkeeping