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What will Social Security look like in the future? Can future retirees count on receiving income? Will taxes go up? Will benefits be cut for wealthier clients? Join us for a discussion with leading experts on Social Security, former Deputy Commissioner Jason Fichtner, PhD, current Social Security Advisory Board Member, Andrew Biggs, PhD and Brandon Buckingham, PhD, as they provide an insider’s view on Social Security reform proposals and how future changes will impact workers and retirees.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Understand various alternatives to enhance the solvency of Social Security
- Evaluate potential impacts that reform will have on taxes and income benefits
- Recognize strategies that advisors can implement with clients to anticipate possible future Social Security changes
Presenters
Michael Finke, PhD, CFP®
Jason Fichtner, PhD
Brandon Buckingham, PhD
Andrew Biggs, PhD
CFP® CE Credit
This content is eligible for one hour 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 one hour 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%.
The Future of Social Security – What Advisors Need to Know
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