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Free cpe webinars
Social Security Planning: How to Maximize Your Benefits

SOCIAL SECURITY PLANNING: HOW TO MAXIMIZE YOUR BENEFITS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 7, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

This webinar outlines key strategies for maximizing Social Security benefits with examples and a case study that illustrates how the strategies are integrated into planning.


Learning Objectives:


  • Recognize strategies available to maximize your Social Security benefits

  • Determine how to minimize taxes on Social Security benefits

  • Identify when you should apply for Social Security benefits

  • Recall all options to increase your monthly benefits

  • Evaluate how to coordinate benefits with your spouse

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

About Our Presenter

Cornerstonecparetirementsolutions logo
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.