Location: Denver Airport Marriott at Gateway Park, 16455 E. 40th Circle, Aurora, CO 80011
The School is Social Security Timing®’s exclusive two-day training for advisors who choose to develop their Social Security expertise in order to stand out in the increasingly crowded marketplace. While the Social Security Timing software can calculate optimal claiming strategies for your clients, technology alone cannot provide all the answers. The School provides intense education on Social Security rules and claiming strategies to help maximize your clients’ benefits. More importantly, it shows you how to apply those rules in the context of an overall retirement plan, covering tax issues, risk management and how to supplement Social Security income by efficiently harvesting your clients’ other assets.
Day 1: Social Security Basics
Day 2: Coordination of Social Security Claiming and other Retirement Income Planning Issues
Speakers: Lloyd D. Watnik, Joe Elsasser, David Cechanowicz