This course will focus on the special financial barriers and issues women face in retirement and why understanding and making a smart Social Security election is the cornerstone decision for women’s retirement financial plans.
“What you don’t know CAN hurt you”. Discover how an incorrect Social Security election decision can cost hundreds of thousands of dollars and women are most affected by this “money left on the table” in their later retirement years.
This course also includes a summary of the most recent Social Security rule changes made in the Bipartisan Budget Act of 2015 and signed into law on November 2, 2015. For a detailed discussion of the BBA 2015 please see our course, Social Security Income: Indispensable Information for Financial Professionals
Who Should AttendTax and Financial Professionals wanting to broaden their knowledge of the impact a Social Security election decision has on women and ways professionals can help women.
Consumers, especially women, who want to become educated on SS for their retirement planning.
Tax Professionals: CPAs, Enrolled Agents
Financial Professionals: CFP, IAR, Life & Annuity Agents, CLU, CPRC, CFS, ChFC, CIC, CIMA,
Instructional MethodGroup: Internet-based
NASBA Field of Study
Specialized Knowledge (2 hours)