At our last Savvy Social Security 2-Day Intensive workshop, program director Elaine Floyd took some time to
demonstrate our Spousal Planning Calculator’s reporting feature.
Presenting to a roomful of prospects on the subject of Social Security can be tricky. You need to position yourself as a financial educator,
forgoing any “sales” conversation. However, you also want attendees to leave with some idea of what you can do for them.
The reports generated by our Savvy Social Security calculators can be helpful here.
Show one off during your presentation to give the audience a firsthand idea of what you do for your clients.