Optimizing Social Security Income Payments

1.5 credits, 85-minutes  

Social Security plays a crucial role in retirement financial success for most individuals, but the rules are complex.  After attending this class, participants will be able to answer the following important questions:   

• How to figure out whether to claim benefits at age 65 or wait till 70?
• How to figure out the right claiming ages for two spouses?
• When should one spouse start claiming benefits while the other defers as long as possible?
• What recent legislation or rules have changed that will impact Social Security payments to retirees?
• How does an advisor integrate Social Security planning seamlessly into comprehensive retirement strategies, to provide clients with a more secure financial future.
• How does an advisor educate and engage clients in the Social Security decision-making process to foster trust and long-term relationships?

Register now and unlock the key to optimizing financial horizons through exclusive Social Security insights.

Drew Stevens, Ph.D., NSSA® has taught more than 1800 classes since 2005 online and at colleges and universities. A financial educator with 40 years of experience, Dr. Stevens began his career on Wall Street and now specializes in tax and financial planning with a focus on optimizing income and mitigating risk. Dr. Stevens has written 14 books and 5500 articles on tax, financial planning and risk management and consults to businesses.  

This webinar is expected to be eligible for 1.5 CE credits for CFP^®, CIMA^® and CPWA^® certifications, IRS EA CE,  and PACE credit toward the CLU^® and ChFC^® designations, as well as live CPA CPE.

Who Should Attend: Financial Advisors, CFPs, EAs, CFAs, CPA/PFSs, CIMAs, CLUs and ChFCs.
Cost: There is no fee to attend this course if you are a member of Advisors4Advisors ($60/Qtr).
CPE credit: 1.5 credits, in the Taxes field of study
Prerequisites: None
Advanced Preparation: None
Course Level: Update
Course Delivery Method: Group Internet-Based
Program Policies: For more information regarding administrative policies such as refund, cancellation and complaint, please email This email address is being protected from spambots. You need JavaScript enabled to view it..

Advisors4Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Advisors4Advisors is also approved as a continuing education sponsor by IWI, which administers the CIMA^® and CPWA^® designations, and CFP Board of Standards, which licenses the designation for CFP^® professionals.