AACC: Transforming Social Security into a Winning Strategy & It’s a Great Time to be a Great Advisor
Description
Part 1:Transforming Social Security into a Winning Strategy
We will learn about how you would determine when is the right time for you or your clients to start collecting social security. The course will cover individual benefits, spousal and survivor benefits, and collection strategies.
Speaker: Michael Graci – Michael is the Director of Investment and Retirement Education for BlackRock with responsibilities for the development and delivery of practice management, wealth management programs and a nationally recognized speaker. He has been in the financial services industry for more than 30 years, and offers extensive expertise and experience in all aspects of financial planning and retirement benefits.
Part 2: It’s a Great Time to be a Great Advisor
We will learn different methods that will help you succeed in a increasingly fiduciary world. We will address family topics, life changes with clients, and much more.
Learning Objectives
Part 1:
Understand fundamental rules
Recognize options and benefits available
Incorporate the collection decision in the retirement plan
Part 2:
Build a strategic team to work with clients.
Providing digital solutions to your clients.
Purpose planning, vision, mission.
Major Topics
Part 1:
Individual Benefits
Spousal and survivor benefits
Collection strategies
Part 2:
Address family topics, life changes with clients.
Who is the model client for your business.
Transparency concerning fees
Course Level
Basic
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
Taxes
2
Personal Development
1
Who Should Attend
Financial Planners and CPAs
Prerequisites
None
Advanced Preparation
None
Location
Anne Arundel Community College: Careers Center (CRSC) Room 253
