Before clients make the leap into retirement, it’s more important than ever that they get their Social Security claiming decision right. But, it’s often not obvious what a client should do, when they should claim, or what the process is. And, what role should you play in the decisions?
Join fellow FPA-MA/Boston chapter colleagues for a hands-on workshop to explore clients’ marriages, divorces, and death and how they impact Social Security benefits. Leading the session is Marcia Mantell, RMA®, NSSA®. She is a retirement consultant, blogger, and author of What’s the Deal with Social Security for Women.
Marcia will put you through the paces of complex Social Security cases and help you crack open the solutions. You’ll leave with practical tips for helping more of your clients before they make claiming mistakes and missteps.