Overall Rating: 4.9 / 5
Social Security is, for most retirees, the foundation of a solid retirement income plan.
Yet, many pre-retirees lack critical information to make an informed claiming decision. Relying on an under-resourced Social Security Administration for assistance is not the solution. Now more than ever, financial professionals are in demand to help those approaching retirement navigate the variables that should be considered before making a claim.
Join Heather Schreiber, RICP®, NSSA®, as she uncovers five critical social security concepts every financial professional should know and how to turn them into meaningful strategy-based retirement solutions.
In "5 Critical Social Security Concepts You Should Know to Elevate Your Credibility" by Heather Schreiber, you will:
- Broaden the scope of your conversations by understanding how benefits are calculated;
- Learn how to answer questions regarding eligibility for auxiliary benefits confidently;
- Navigate working and claiming benefits with the right questions;
- Gain instant hero status by identifying an often-overlooked income strategy for surviving spouses;
- Identify strategies to mitigate taxes and avoid visits from “Aunt” IRMAA;
- Weave Social Security planning into your value proposition without becoming an expert.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Heather Schreiber, IRMAACP™, RICP®, NSSA®, Founder and President, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals.
Meet Heather Schreiber, IRMAACP™, RICP®, NSSA®, Social Security Expert
Retirement planning experience
With over 30 years in the financial services industry, Heather has dedicated her career to providing advance planning support and education to financial and tax professionals. Her passion for consumer advocacy and a deep understanding of the critical role advisors play in improving financial literacy and retirement readiness have been the driving forces behind her success. Heather excels at simplifying complex financial strategies, helping advisors seamlessly integrate them into their income planning solutions.
Retirement planning thought leadership and expertise
Heather is a sought-after keynote speaker on Social Security and tax-efficient retirement income strategies, known for blending deep expertise with a touch of humor. Founder of HLS Retirement Consulting in Woodstock, GA, Heather and her team focus on advanced case design so their advisor clients can focus on delivering exceptional, personalized service to theirs.
She is an established author on Social Security and other retirement income-related topics. She has been quoted in AARP, the Wall Street Journal, USA Today, Think Advisor, The Street, Investor’s Business Daily, Ed Slott’s IRA Advisor, and other financial publications.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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