"Social Security: Mastering the Client Mysteries" Recording

 

Recording: "Social Security: Mastering the Client Mysteries" Webinar

Presenter: Andy Landis

Recording Date: Tuesday, April 6, 2010


ABOUT THE WEBINAR

Are you overlooking the equivalent of $500,000 in your clients' portfolios? In this session you will unlock Social Security's top ten mysteries in an entertaining and informative way. Andy Ladis, Principal of Thinking Retirement, will provide knowledgeable, professional answers to client questions about Social Security.
 
Profit from tips and materials to instantly increase client service, deepen client relationships, and build your practice using Social Security expertise. Learn how Social Security works for real people like your clients, and discover how Social Security payments are computed, what's in it for working and non-working spouses (and even former spouses), when and how to apply, and what happens with work after retirement. In addition, learn how to get quick, online payment estimates for any client's future scenario, and see the bottom line on career changes like early retirement or switching to part-time work. And, last but not least, hear a few good Social Security jokes.

Upon completion of this webinar, participants will understand:

- How Social Security payments are computed for worker, spouse, former spouse,
  and child.

- Who is eligible for payments after a death.
 
- How to obtain payment estimates for future retirees.
 
- How to incorporate Social Security knowledge into their Financial Life Planning
  practices.

- New ways to deepen the client relationships.


ABOUT THE PRESENTER

Andy Landis is one of the nation's leading educators on Social Security and life planning for retirement. As a speaker, author, and consultant, Andy's mission is to deliver clear, accurate information with generous helpings of fun and humor.
 
Andy has traveled throughout the United States and Canada speaking to professional societies, corporate groups, and individuals, receiving rave reviews. Organizations that have invited Andy to present include the Financial Planning Association, the American Institute of CPAs, and Fortune 500 firms.
 
Andy is the author of multiple books, including the award-winning, Social Security, The Inside Story, 2011 Edition, hailed as the best book on the topic. His articles have appeared in numerous publications, and he was profiled in Financial Planning magazine. Andy has appeared on television, radio, training videos and audio tapes, national videoconferences, and live webcasts.


WITH THIS PURCHASE

Your purchase provides you with:

- Unlimited online access to audio and visual webinar recording for 6 months

- PDF of PowerPoint® presentation slides

- PDF of notes sheet

- PDF of "Social Security Professional Resources" handout

All of the above will be sent via e-mail after your payment has been processed.


SYSTEM REQUIREMENTS

PC Users - Windows Media® 9 or higher
Download via Microsoft® Download Center

Mac Users - Windows Media® Components for QuickTime
Download via Microsoft® Download Center

Some recordings may require an installation of GoToMeeting® codec
Download via GoToMeeting®


NON-M.Q. LICENSEE RATE—$45.00

M.Q. LICENSEE RATE—$30.00

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