Marie Swift (Moderator), Martha Shedden, Frank Horath, Jim Schwartz
It is more important than ever for women to obtain good financial planning advice as their wealth and financial power increases. Additionally, just as important for women reaching retirement age is the consequence of a smart Social Security election decision on her lifetime income. This dual financial service need has created a win-win opportunity for advisors and women. With the right training and client outreach, financial advisors who enjoy educating and working with women clients and who want to strengthen this niche of their practice, can become an invaluable resource in their communities.The centers of influence around the topic of Social Security income planning – including CPAs, attorneys, insurance agents, human resource managers and even realtors – will gladly refer clients to advisors who specialize in this service. The women who benefit will see a potential increase of over $100,000 in their lifetime income and will certainly spread the news to friends and family members.
In this special BrightTALK webinar, you will learn how to enhance your Social Security income planning services by addressing the needs of your pre- and early retiree female clients and prospects. Financial advisors now have the opportunity to position themselves to help the swelling ranks of female boomers meet their retirement income goals.
* Marie Swift, President & CEO, Impact Communications
* Martha Shedden, Social Security Specialist
* Frank Horath, Financial Advisor and Author of "How to Grow Your Financial Practice with Social Security Income Planning"
* Jim Schwartz, CFP, Founder, Widowed Community Education & Support Services, Inc. (WCESS)