Social Security and Your Client’s Retirement

201 Food Terminal Plaza,New Haven CT 06511

02 November, 2021

Description

Seminar Objectives: • The important rules of the road for receiving Social Security benefits • How to evaluate the possible routes they ca You’re invited to be our guest for this special presentation. • Social Security and Your Client’s Retirement: Knowing the Rules of the Road Please join us and learn to: You’ll find out more about Social Security benefits and discuss the role they play when setting a clear direction for your client’s financial future. You’ll learn the answers to your Social Security questions, including: • What are the rules for starting your Social Security benefits? • How do spouses coordinate their benefits? • Are there different routes to take that could potentially increase your benefits? • How do you decide where Social Security fits within your retirement plans? Hosted by: Dawne Lesieur, RVP CT CRPC®, CFS® Presented: Sonja Hayes, JD, LLM, MBA, CLU, VP - Advanced Planning Consultant