Social Security Planning: Preparing Your Client For Retirement - 1 CLE - 2021

This program has concluded. Please join us next time.

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

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Faculty:

Nicole C. McGoff, CDFA®

Merrill Lynch Wealth Management, Indianapolis

David Ghormley, CFA

MFS Investment Management, Indianapolis

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Social Security Planning: Preparing Your Client For Retirement

1 CLE - This program has concluded. Please join us next time.

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE