Social Security and Medicare: What Advisors Need To Know To Help Clients and Prospects Navigate These Major Government Programs (08-23-22) - Shared screen with speaker view
Who can see your viewing activity?
Will this be available as recording?
Yes Mark, we'll send you a link to the replay and a PDF of slides in the email follow-up starting tomorrow
We'll send you a link to a PDF of the slides in the email follow-up (with replay) starting tomorrow morning.
Michael C Valdez
great to know
Hey Doug - not sure if I am on the email list or not since I grabbed this link from my coworker. Could you please include me in the email you send out tomorrow? Johnny@harveygroupwm.com
Johnny I will get you on the list!
How concerned are you about Social Security being underfunded? Do you anticipate a solution?
I’m concerned, believe they will fund SS, expect benefits will be reduced, and age to apply for benefits will be increased.
Do you think that Social Security dollars should be invested in annuities that give certain guarantees, thus removing the actual dollars from government usage?
That makes sense to me.
Does SSA stop at age 62 stop recalculating the highest 35 years of earnings?
Is the monthly retirement income number listed on my SS statement accurate if my highest 35 years of earnings are behind me and I choose to retire at age 62 but delay claiming my retirement benefit until I reach age 70?
Learn more about Savvy Social Security Planning for Boomers:https://www.horsesmouth.com/security
Michael C Valdez
More details on Elaine's Social Security/Medicare Virtual workshops:https://www.horsesmouth.com/ssvirtual
If I am already in the program any additional information will be given in the workshop? I am a CPA don't advise client on investment
I signed up for this program years ago, am I still a member or does it expire?
It is a yearly subscription, so will expire in time
Once in the program, how do you stay uptodate? Must we attend and pay for annual updates?