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.