Content Provider
Hls logo
Middlebanner excel07092024
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
6 Critical Social Security Concepts You Must Know to Elevate Your Credibility

6 CRITICAL SOCIAL SECURITY CONCEPTS YOU MUST KNOW TO ELEVATE YOUR CREDIBILITY

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 28, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Social Security is the foundation of a solid retirement income plan. Yet, many pre-retirees lack the knowledge to make an informed claiming decision. This is your opportunity to shine! 

Join Heather Schreiber, RICP®, as she uncovers 6 critical components that every CPA, estate planning attorney, and financial advisor should understand, along with the strategies to implement and instantly elevate your credibility.

Learning Objectives:


  • Determine how to turn these mainstream challenges into opportunities

  • Identify ways to empower your clients and increase sales opportunities

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Hls logo

Heather Schreiber, RICP, has a passion for consumer advocacy that is contagious. She has made it her mission to educate financial, legal, and tax professionals, as well as the consumers they serve, so they can more effectively navigate the waters of retirement with confidence. Celebrating her 27th year in the financial services industry, Heather believes that knowledge is the key to a successful and empowered retirement.

Heather owns a boutique consulting firm, HLS Retirement Consulting, LLC. She is an established author on Social Security and other retirement income-related topics and has been published in USA Today, Think Advisor, The Street, Investor’s Business Daily, and other financial publications.
 

About Our Presenter

Hls logo
HLS Retirement Consulting, LLC is a firm dedicated to providing advanced retirement planning support, education, and training to financial, tax, and legal professionals. We embrace a holistic approach to the retirement planning process by offering design concepts catered to the unique goals, challenges, and concerns of your clients. Our sole purpose is to empower you with the knowledge necessary to help your clients make informed decisions as they approach retirement.