Social Security Planning for 2019 and Beyond
Social Security remains highly relevant to middle- and upper-middle-income retirement income plans. With proposed changes in the air, your clients and prospects will have questions top-of-mind. A strong working knowledge of how the system works today, specifically in the context of a financial plan, will equip you to make Social Security a core differentiator for your retirement income practice.
Attendees will learn:
- The relationship between claiming early and claiming late
- Key considerations when reading the Social Security benefit statement
- Considerations for couples, widows, and divorced individuals for 2019 and beyond
- Tax considerations for Social Security
Joe Elsasser, CFP is president of Covisum, a fintech company providing software, training, and support for financial advisors and enterprises. Covisum powers some of the nation's largest financial planning institutions and serves more than 20,000 financial advisors. Joe is a Certified Financial Planner® and continues to work with individual clients through his own registered investment advisor firm. In 2010, Joe developed Social Security Timing® software because, as a practicing financial advisor, he couldn't find a Social Security software that would help his clients make the best decision about when to elect Social Security benefits. Through Covisum, Joe introduced Tax ClarityTM in 2016 and in early 2017, Covisum acquired SmartRisk. Based in Omaha, Nebraska, Joe co-authored “Social Security Essentials: Smart Ways to Help Boost Your Retirement Income,” is a regular speaker at industry events, and is frequently interviewed by trade and national media.
1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit are available.
$5.00 fee per credit.
You must participate in the live webinar in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.
Registration Fee (includes PowerPoint and access to the archived program)
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- Register online by selecting the "Register" button above.
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Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.
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This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar.
Can't attend the live webinar? Register anyway and you will automatically be sent the link to the recording.
The recording will also be accessible by all FSP members in the Member Resources area of the Website within 24 hours of the webinar.
The recording will include both the audio portion and PowerPoint slides.