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, RICP® Founder and President, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals.
Meet Heather Schreiber, RICP®, Social Security Expert
Retirement planning experience
With over 20 years in the industry, Heather has worked within the finest organizations including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank and one of the largest FMOs in the country.
Heather’s breadth of knowledge extends far beyond Social Security planning and includes retirement income distribution strategies, charitable giving, the rules that govern qualified plans and IRAs, multi-generational planning, tax mitigation techniques, and IRS reporting issues to name a few.
Retirement planning thought leadership and expertise
With a focus on holistic planning, Heather Schreiber, RICP®, prides herself in her ability to customize potential solutions to meet the needs of each client or prospect as well as her ability to turn complex strategies into easy to understand terms.
Heather Schreiber is frequently asked to speak at industry events, radio programs, recruiting webinars and created and led a series of bi-annual 2 ½ day intensive training events for elite advisors on effectively weaving Social Security planning into their sales process.
Heather’s enthusiasm for her craft and those with whom she partners extends beyond the knowledge that she has gained through a career dedicated to helping financial professionals create retirement income solutions for their clients; she is the consummate educator and loves to teach financial professionals as well as their strategic partners new strategies to help their clients move into an informed retirement with a greater sense of confidence.
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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