As many of you may already know, the face of retirement has changed significantly since the Social Security Administration was first signed into law. For many people, Social Security has become one of, if not the main source of income once they retire. As such, it becomes extremely important to understand how Social Security benefits are determined, how best to approach the options the system offers, and how best to take advantage of those options to help your clients achieve their retirement goals.



Below you will find supplemental materials for the workshops. Click the buttons below to download the PDF SS workbook and PowerPoint presentation.

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The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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