Audio/Web Conference: Social Security Optimization: Helping Clients Optimize Income
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE and CFP credit.
This program is brought to you by the Society's Retirement Counseling Section
When should I begin taking my Social Security retirement benefits? You have most likely heard this question from a client or two. As you are aware, there is no one-size-fits-all answer to this important retirement income planning question. In this presentation, we will discuss some of the basic questions that you should ask your clients before you can answer their question, as well as some general planning considerations for Social Security's retirement, spousal and survivor benefits.
Attendees will learn:
James B. Schomburg, JD, LLM, MSFS is a senior retirement resource group consultant with Pacific Life Insurance Company. He has more than 17 years of industry experience. Prior to his current position, Jim worked as an advanced marketing attorney for other insurance and wealth management firms. He began his financial services career in the private practice of law, focusing on estate planning and administration, as well as family and real estate law.