Understanding Social Security decisions: optimizing your benefits

Social Security has the potential to be a key financial asset, yet too many Americans fail to make the most of it. Help clients and prospects understand the basics of Social Security and learn some strategies for maximizing the program’s benefits.


This seminar covers the basics behind Social Security, recent changes, and key steps investors can take to get the most out of the program (CE credit available).

Seminar invitation

If you’d like to host a seminar for clients or prospects, use this customizable invitation to help get the word out.


Use this Q&A with clients and prospects to help educate them on the finer points of this historic social program.