Elevate Your Social Security Strategy – Nuveen – 1.29.26

Nuveen - Upcoming - Elevate Your Social Security Strategy

Overview:
Title: Elevate your Social Security strategy –
Turn complex decisions into client loyalty
Date: Thursday, January 29, 2026
Time: 12:00 PM Eastern Standard Time
Duration: 1 hour

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*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

Social Security expertise empowers you to demonstrate irreplaceable value precisely when clients need guidance most, and supports your efforts to strengthen relationships, increase AUM, and generate referrals.

Key takeaways:

  • Conversation techniques that deepen planning engagements and expand client relationships
  • Strategic fundamentals: claiming strategies, spousal benefits, and timing decisions that can impact lifetime benefits by hundreds of thousands of dollars
  • Frameworks for presenting complex options that empower informed client decisions

Your clients have been investing in Social Security their entire working lives. Help them make the most of what comes next.

Accepted for 1 CFP / IWI / CFA CE credit

Speaker:
Robert Kron, CFP ® Robert Kron, CFP ® Managing Director, Advisor Education Nuveen

As part of Nuveen’s Advisor Education team, Rob develops and delivers educational programs designed to help financial professionals deepen client relationships and grow their businesses. He joined Nuveen in 2020 with more than 30 years of experience in the financial services industry, including 11 years as head of advisor and client education at Blackrock and 17 years at Merrill Lynch.

Intended for financial professionals only.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

Nuveen Securities, LLC, Member FINRA and SIPC.

Nuveen | http://nuveen.com | 730 Third Avenue, New York, NY 10017

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