Social Security:

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:

  • Timing: When should I file for Social Security benefits?
  • Work: If I file and continue to work, are my benefits
    affected?
  • Taxes: Will I pay taxes on my Social Security benefits?

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.

Featured Speaker:

Tom Barrett

Director, Applied Insights
Hartford Funds

Hosted By:

Mike Morley

Internal Sales Desk Manager
Hartford Funds

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services are provided by Hartford Funds Management Company, LLC (HFMC) and its wholly owned subsidiary, Lattice Strategies, LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. HFD, 690 Lee Road, Wayne, PA 19087, 1-610-386-4088.
1Social Security 6th Annual Consumer Survey, April 2019, nationwidefinancial.com
FOR FINANCIAL ADVISOR OR INSTITUTIONAL INVESTOR USE ONLY / NOT FOR USE WITH THE PUBLIC

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