Filing for Social Security will be one of the most important and complex decisions your clients will make. Our comprehensive program will provide you with the information, tools, and support you need to guide them to a plan that can help them meet their retirement goals.

You’ll learn…

• Why the Social Security filing decision matters
• The basics and rules behind Social Security
• How to manage the Social Security discussion and determine the right filing strategy
• How to integrate Social Security into a comprehensive retirement income plan