The Social Security Conversation You Should Be Having With Clients And Prospects – Nuveen – 3.27.24

Overview:
Title: The Social Security Conversation You Should Be Having With Clients And Prospects
Date: Wednesday, March 27, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

Now On Demand

Chances are that your clients and prospects don’t know enough about Social Security, including how to make an informed decision regarding their benefits. That knowledge gap represents a powerful opportunity.

Key takeaways:

  • Uncover benefits clients are entitled to receive
  • Implement a process for evaluating potential collection strategies
  • Help clients identify and correct errors that could be costly
  • Leverage the conversation to ask for referrals

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

As an Advisor Education Specialist at Nuveen, Rob develops and delivers educational programs designed to help financial professionals deepen client relationships and grow their business. His areas of expertise include incorporating Social Security into portfolio planning, retirement income planning and practice management and business building.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such.

This report is provided for informational and educational purposes only. Although this report contains general tax information, it should not replace a client’s consultation with a professional advisor regarding their tax situation. Nuveen is not a tax advisor. This information is not intended to provide legal or tax advice. Clients should consult with their legal and tax advisors regarding their personal circumstances. This report contains no investment recommendations and should not be construed as specific tax, legal, financial planning or investment advice. Information was obtained from third party sources, which we believe to be reliable but not guaranteed. Tax rates and IRS regulations are subject to change at any time, which could materially affect the information provided herein.

Nuveen, LLC provides investment solutions through its investment specialists.

GWB-3451944PR-O0325W