“Savvy Social Security: Basic Rules and Claiming Strategies”
is a 30-minute presentation designed to tell the audience what they need
to know make an informed claiming decision without going into the sorts of
details you might reserve for face-to-face meetings.
“What’s New With Social Security: 7 Things to Watch in 2017”
is a periodically-updated 30-minute presentation which tracks changes in Social Security
under the new administration. It also explains Social Security and Medicare’s
automatic annual changes—and what to watch for as the years progress.
Both presentations have been FINRA-reviewed and are available for download on the presentations page.
Marketing materials for these presentations are not yet available, but will be posted when ready.