Help Your Clients Maximize Their Social Security Benefits

1 Hour

This presentation will cover the basic Social Security rules, how benefits are calculated, and when they are reduced or increased. We will look at the most common claiming considerations, illustrated using case examples, and how the most optimal claiming decision may not be the maximum lifetime benefit amount. More advanced topics include taxation of Social Security income, the earnings test pitfalls. and how pensions may affect Social Security benefits.

SPEAKER:  Martha Shedden

Martha Shedden, a co-founder of our organization, is passionate and enthusiastic about educating financial professionals and retirees on the details of Social Security income planning, the foundation and first step to creating a financially secure retirement plan.

Martha is certified as a Chartered Retirement Planning Counselor (CRPC), through the College of Financial Planning. Through her business, Shedden Social Security and Retirement Planning, she helps retirees create financial plans they can rely on throughout their retirement years.

Trained and practicing as a professional engineer for over 30 years, she enjoys the detailed, problem solving aspect of Social Security income planning and sharing that knowledge with others. Martha has over a decade of experience providing Social Security education, consulting, and analyses for individual clients, financial and accountancy professionals. She is the author of numerous Social Security white papers, seminar presentations and articles in financial publications.

Martha is the contributing author and presenter of the webinar Social Security Planning, An Essential Element in Attracting Female Clients on the BrightTALK Thought Leadership for Financial Advisors channel. She is a Professional Continuing Education Instructor with various national providers specializing in women's Social Security income planning and retirement.