Social Security Planning: Preparing Your Client For Retirement, Thursday, Feb. 11

This convenient one-hour webcast program will provide you with useful guidance that you can use when helping your clients plan for how Social Security will fit into their overall plans for retirement.


Coverage and examples will include:

• How retirement benefits are calculated

• Benefits for married couples and divorcees

• Calculation of the spousal benefit

• Coordination of benefits if both spouses paid into Social Security

• Survivor's benefits

• Taxes and your client's retirement plan


FACULTY:

Nicole C. McGoff, CDFA®

Merrill Lynch Wealth Management, Indianapolis


David Ghormley, CFA

MFS Investment Management, Indianapolis

Social Security Planning: Preparing Your Client For Retirement

1 CLE - Thursday, February 11; 12:15 P.M. - 1:15 P.M.


LIVE INDIVIDUAL WEBCAST ONLY! - From the comfort of your home or office

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