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Your clients have made a valuable investment by paying into the Social Security system over their lifetime. Most tend not to think about this investment until something happens – a loved one passes away, a family member becomes disabled, a divorce occurs, their retirement sneaks up or they’ve turned 65. Unexpectedly, they are presented with an unfamiliar situation that prompts them to turn to their financial advisor for Social Security guidance. This presentation is tailored to prepare you for such situations.
This session is presented by a Social Security employee, Vonda VanTil, so you have the inside information that others cannot provide. Vonda will cover the important factors to consider when advising a client. She will cover the Bipartisan Budget Act and how some still qualify, discuss the widow/retirement options and the big decision individuals have to make about Medicare when they turn 65. All of this and many more benefit details to help assist your clients properly.
Vonda will show online tools that will enhance your retirement planning process with your clients. In addition, Vonda will share some inside tips on the best ways to work with Social Security and the online services that are sure to enhance one’s experience when conducting business with Social Security.
Vonda VanTil is a Social Security Public Affairs Specialist in Grand Rapids MI. With over 26 years at Social Security, Vonda is well-versed in all aspects of Social Security and has conducted numerous educational webinars, radio and television interviews and training sessions. Take advantage of the opportunity to ask Vonda those difficult questions.
Space is limited. Click here http://www.naifa.org/professional-development/pdp/social-security-is-an-investment to reserve your seat now.