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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012

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:

Alabama
Alaska
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida

Georgia
Guam
Hawaii
Idaho
Iowa
Illinois
Indiana
Kansas
Kentucky

Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
North Carolina
North Dakota
Mississippi

Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina

North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina

South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
West Virginia
Wyoming

There are no formal registration requirements for course providers in the balance of the states.

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Original Air Date	Order Archives/CD	Level	CE Credits*
Wednesday, 12/07/11 12:00 noon – 1:00 p.m. ET	Order online Call: 1-800-392-6900 Via Email	Intermediate	PACE CPE CFP®
[Password provided in your registration email]

* 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

Program Overview

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:

An analytical framework to help clients answer the "when should I take Social Security" question
Strategies to help clients optimize Social Security dependent and survivor benefits
Ways to help clients minimize the income taxation of their Social Security benefits

Featured Speaker:

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.