No CLE credit is provided for this program
Savvy Social Security Planning: What trusted advisors need to know about Social Security claiming strategies
Tuesday, 9/14, 12:30 pm to 1:30 pm Pacific via ZOOM
This program is FREE for BHBA Members and $25 for Non Members
Equitable Advisors
Social Security can be far more complicated than people realize. The decisions your clients make now can have a tremendous impact on the total amount of benefits they receive over their lifetime. In a report from United Income, “The Retirement Solution Hiding in Plain Sight: How Much Retirees Would Gain by Improving Social Security Decisions,” the researchers state, “retirees will collectively lose $3.4 trillion in potential income that they could spend during their retirement because they claimed Social Security at a financially sub-optimal time, or an average of $111,000 per household.” It further states that just 4 percent of retirees make the financially optimal claiming decision.

Our speaker, Joanne M. Crowley, MBA, RICP®, Retirement Planning Specialist, will discuss the various types of benefits (retirement, spousal, survivor) and focus on the rules and strategies for claiming and coordinating Social Security benefits in order to maximize benefits over a client’s lifetime.

About the Trusts & Estates Section
The Trusts & Estates Section is chaired by Jennifer Campbell and Megan Ferkel Earhart. Click here to find out more information about the Section. Find out more at bhba.org/trusts-estates
The Trusts & Estates Section and all of its programs is sponsored by:
Copyright © 2021 Beverly Hills Bar Association. All rights reserved.