Date: Tuesday, December 19, noon – 1 pm ET
Gain more insight into complex Social Security strategies that can make a tremendous difference to clients’ retirement income plans. This presentation will give you technical information, practice management tips, and real client examples for how claiming decisions can make or break a retirement income plan. You’ll get a deeper dive into spousal benefits including the restricted application that is very much still in play for a pocket of Boomers, explore the impact of WEP and GPO, and cover ex-spouse and survivor benefits. You’ll also see specific client examples of how Social Security decisions impact overall retirement income and how you can talk to your clients about the importance of their decision.
Presenters:
Timothy Brown is an RIA and owner of 360° Wealth Resources & has been serving clients for over 32 years. His practice is designed to deliver the ‘Family Office’ experience usually reserved for the ultra-wealthy to business owners and plan participants alike. Timothy is a sports enthusiast and spends much of his spare time in the service of others, serving as a Board member to multiple community organizations around Los Angeles, being a Chair of many varied committees as a longtime member of the Los Angeles Rotary Club, LA5 & volunteers weekly at the Chrysalis Center.
Marcia Mantell, President of Mantell Retirement Consulting, Inc., regularly partners with financial institutions to help them support their customers across the retirement spectrum − from a focus on saving, to the transition into retirement, to how to organize and manage income to last a lifetime. Her book, What’s the Deal With®…Retirement Planning for Women is a treasure trove of practical retirement information and her blog BoomerRetirementBriefs.com showcases Baby Boomers and their creative approaches to retirement. She is an active member of the Retirement Income Industry Association (RIIA). She earned a Bachelor of Arts degree from the University of Rochester and holds a Retirement Management Analyst (RMA®) designation.
RMA® Reminder: Attendance at the webinar (or its replay) counts towards required CE for RIIA®’s RMA designation. One webinar = 1 hour of credit.
For RIIA institutional members, all employees within the company are RIIA members and can take advantage of this member benefit.
Special Thanks to:
