Social Security Retirement Benefits: Looking at the Big Picture to Benefit Your Client

5/12/2016

On May 26, Michael Crowder presented a live webinar, "Social Security Retirement Benefits: Looking at the Big Picture to Benefit Your Client"

Do you know how to help clients make the smartest decisions about social Security retirement benefits? Are you in a position to explain how such benefits play into their retirement and estate plans? 

For many of your clients, delaying Social Security retirement benefits can be advantageous. Proper planning means considering how other factors, such as Spousal Benefits, taxes, and working during retirement may impact your clients' decisions. 

How can individuals and couples optimize social security retirement benefits? Join your colleagues for an informative CLE webinar on the options available, including how the options work in different situations. You'll also get valuable planning pointers you can use immediately to help your clients. 

Webinar Agenda:
How are Social Security retirement benefits calculated? 
How does the Spousal Benefit work? 
What happens if an individual continues working after starting his or her benefits? 
Will the benefits be taxed? 

For more information on this topic, please contact Michael Crowder at 865-546-7311 or mcrowder@kmfpc.com.

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