We are pleased to announce the release of a free, on-demand informational webinar, developed in collaboration with the National Association of Registered Social Security Analysts (NARSSA),
Social Security is one of the most important components of a client’s retirement plan—and one of the most misunderstood. Clients frequently look to their advisor for guidance, clarity, and reassurance when making claiming decisions that can have long-term consequences. Yet many advisors acknowledge that Social Security rules and tradeoffs can be difficult to explain succinctly and confidently.
This webinar was designed to help bridge that gap.
What the webinar covers
In this advisor-focused session, viewers will gain a clearer understanding of:
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Common questions and misconceptions clients bring to meetings
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Key decision points that can materially impact retirement income outcomes
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How Social Security fits into a broader retirement planning conversation
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Practical considerations advisors should understand before discussing claiming strategies
The content is educational and non-product-focused, making it appropriate for advisors at all experience levels. It is also a valuable resource for firm leaders looking to improve consistency, confidence, and risk awareness across their advisory teams.
Watch on demand
The webinar is available at no cost and can be viewed on demand, making it easy to share with advisors across your firm.
If improving the quality and confidence of Social Security conversations is a priority for your practice, this free webinar is a practical place to start.
View the webinar on the AEP Learning Center.
