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Social Security Strategies

By Jonathan E. Braunstein October 1, 2015

Whether clients have enough of a nest egg to support their family for generations or are simply hoping they won’t outlive their savings, decisions about how and when to take social security still loom large. A client’s marital status, age and wealth are just some of the factors financial advisors must consider when helping a client to make important decisions about when to file for benefits.

Financial Advisor IQ Education’s webcast: Social Security Strategies features an in-depth discussion of all of the variables that go into these decisions. Baylor University professor of investment management William Reichenstein reviews just about every possible scenario and discusses why clients will want to consider their options. This continuing education webcast has been certified by the CFP for one hour of CE credit. Participants must view the full event and successfully complete the post-event quiz.

Reichenstein’s presentation focuses on how clients can reduce their longevity risk and maximize the present-day value of their benefits. He also discusses how couples can make decisions in conjunction with one-another to maximize their benefits and ensure that the highest value of benefits lasts for the longest possible time.

Featuring slides and audio and streamed over the Internet, Financial Advisor IQ Education Webcasts present free, in-depth presentations by industry experts. These webcasts are recorded and are available for viewing at your convenience.

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No additional cost; this is available to all registered Financial Advisor IQ readers

William Reichenstein, professor of investment management, Baylor University

Jonathan E. Braunstein

Let us know if there are any specific topics you would like to hear about or panelists that you want to learn from. Send your suggestions to education@financialadvisoriq.com.

To view other CE accredited webcasts from Financial Advisor IQ, click here.