UPDATED: September 2025
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For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and do not understand the critical aspects required to make an informed claim decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to maximize these benefits. This program will deliver the essential truths regarding Social Security so that you can more confidently assist your clients with their most frequent questions.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Understand the most common misconceptions regarding Social Security benefits and new ways to engage with those approaching retirement.
- Identify the right questions to ask to uncover ways to leverage social security income.
- Gain more confidence by increasing your knowledge to bring social security planning into your practice.
Presenter
Heather Schreiber, RICP®, NSSA®, IRMAA-CP™
CFP® CE Credit
This content is eligible for two hours of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for two hours of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
Social Security: Dispelling Common Myths with Essential Truths
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