3 Way to Get Clients More
In a recent survey, only 8% of older adults were able to identify the factors that determine a maximum benefit.1 Help your clients understand the factors that impact their Social Security payments, so they can avoid pitfalls and maximize benefits.
Join us to learn how to answer these common questions:
Date: Wednesday, March 18, 2020
Time: 4:00 p.m. ET / 1:00 p.m. PT
Filed with the CFP Board and CIMA for 1 credit hour of CE.
Director, Applied Insights
Internal Sales Desk Manager