Strategies to Optimize Social Security Benefits: Determining Retirement Age, Spousal Benefits, and Medicare Basics
A live 110-minute CPE webinar with interactive Q&A
This course will discuss Social Security strategies and considerations for individuals approaching retirement age and the basics on how Medicare works. Our panel of experts, Faye Sykes NSSA with Social Security Benefit Planners, and Anna Kindley, NSSA, SPHR, SHRM-SCP with Scarlet Oak Financial Services, will discuss how the Social Security works and tips on how to know when your clients may need additional assistance or may be missing out on benefits.
- Social Security: an overview
- Why waiting matters
- Getting to the right answers
- Focus on family dynamics
- Medicare overview
The panel will review these and other important issues:
- How to maximize Social Security retirement income?
- Why the age you elect to take Social Security and how much you paid in matters?
- How best to earn credits and ensure eligibility for Social Security
- What considerations are there if I have or had a spouse?
- What do grandparents raising grandchildren full-time need to know?
CEO, Independent Advisor
Scarlet Oak Financial Services
Ms. Sykes' passion is educating and helping individuals and business owners design workable financial solutions. As... | Read More
Ms. Sykes' passion is educating and helping individuals and business owners design workable financial solutions. As an IAR Investment Advisor Representative, she is a fiduciary for her clients and works on a fee-based or fee-only basis that keeps it transparent and simple for her clients. After Ms. Sykes' mother lost her battle with cancer in 2006, she found that retirement planning is a lot more than just investing and earned her Certified Long Term Care Designation and has tirelessly learned as much as she can about Social Security and ways to help her clients maximize their options.Close
to be announced.
CPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event. See NASBA details.