Social Security: The Choice of a Lifetime

The decision on when and how to file for Social Security is one of the most important financial decisions clients make in their lifetimes. Clients expect their financial advisors to help them with guidance on making their Social Security decisions. This course will break down and simplify the rules and filing options for Social Security to demonstrate how advisors can help clients make a suitable decision for Social Security and retirement income needs by comparing different Social Security filing options.

Learning Objectives:

1. Break down and simplify the rules and filing options for Social Security
2. Help advisors came a suitable decision for Social Security and retirement income needs by comparing different Social Security filing options
3. Arm advisors to better meet the expectations of their clients to provide guidance on Social Security decisions

This session is sponsored by Nationwide Advisor.