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Social Security remains one of the most important and often misunderstood components of retirement income planning. For financial professionals, helping clients navigate the complex claiming rules and optimize their benefits can make a meaningful difference in their long-term financial security.
Join us on Wednesday, August 6, 2025, from 12:00 to 1:00 pm Eastern for a webinar with Martha Shedden, RSSA, CRPC, President and Co-founder of the National Association of Registered Social Security Analysts. This webinar is free for both members and non-members, thanks to co-sponsorship by RSSA.
Martha will break down the most frequently overlooked rules and strategies in Social Security planning. Through real-world case examples, she will highlight the critical claiming decisions that can significantly impact a client’s lifetime benefits. Whether working with single individuals, married couples, or widowed and divorced retirees, financial professionals will walk away with practical tools to guide better client outcomes.
This webinar will explore:
- Common Social Security terms, acronyms, and benefit calculation methods.
- Key reductions and credits tied to age and employment status.
- How to help singles, couples, and divorced and widowed clients maximize their benefits.
- Who qualifies for dependent benefits and how those amounts are determined.
- Claiming strategies for widows and widowers with dual eligibility.
- How life expectancy and timing decisions can affect lifetime payouts.
Do not let your clients leave money on the table. Learn how to confidently lead Social Security conversations and identify the best course of action for each unique situation. Register today and unlock strategies that can elevate your retirement planning expertise.
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