Cost: Complimentary

Date: Thursday, November 30, 2023

Time: 1 pm ET | 10 am PT

Editorial Webcast Sponsored by:

Despite its foundational importance, Social Security benefits continue to cause confusion, due to the inherent complexity in the program’s claiming rules and requirements. Big questions are also being asked about the long-term financial health of the Social Security program. While most experts have faith in its continuing durability, many fear Congress will continue kicking the can down the road until we are near a true crisis. Until then, financial advisors will field anxious questions from clients about Social Security. This is why advisors with Social Security expertise can stand out in today’s highly competitive and rapidly shifting wealth management marketplace. This knowledge is highly coveted by clients at all wealth levels, and advisors could find themselves winning new business while retaining loyal clients.

Join this complimentary webcast and discover how to deliver better financial advice and provide peace of mind to clients. You’ll also learn about:

  • Financial challenges facing the Social Security program and fixes being discussed in Washington

  • Merits of certain claiming strategies, and how making the right decisions can lead to tens or hundreds of thousands of dollars in additional lifetime wealth for a client

  • How to best converse with clients about the Social Security program’s funding woes

  • How these benefits should be factored into a broader plan for retirement

  • And more!

Speakers:

John Manganaro | Senior Reporter | ThinkAdvisor

John Manganaro focuses his coverage on all things retirement, with a special emphasis on the perspective of financial planning professionals and wealth managers. John’s work helps to illuminate the important role of financial advisor professionals and to demonstrate the critical importance of the U.S. retirement savings system. His coverage of the retirement industry has earned multiple Jesse H. Neal Awards finalist designations.
Jason Fichtner | Chief Economist | Bipartisan Policy Center

As chief economist at the Bipartisan Policy Center, Fichtner’s research focuses on Social Security, federal tax policy, federal budget policy, retirement security and policy proposals to increase saving and investment. Fitchner is a Senior Fellow with the Alliance for Lifetime Income and the Retirement Income Institute. He has significant government experience, having served in several positions at the Social Security Administration, Joint Economic Committee of the U.S. Congress and as an economist with the Internal Revenue Service.
Marcia Mantell, RMA® | Owner | Mantell Retirement Consulting

Marcia Mantell has helped the country’s foremost financial advisors and firms increase their knowledge of complex retirement and related concepts, laws and regulations for over three decades. An author of two retirement books, guest columnist and blogger at BoomerRetirementBriefs.com, she is quoted in the New York Times, USA Today, Think Advisor and the Wall Street Journal, as well as by podcasters around the country.
Robert Powell, CFP®, RMA® | Editor and Publisher | Retirement Daily on TheStreet

Robert Powell, CFP®, RMA®, is an award-winning financial journalist known for his work with MarketWatch, USA Today, The Wall Street Journal, Investor’s Business Daily and AARP. He serves as editor of TheStreet’s Retirement Daily and editor-in-chief of the Investments and Wealth Institute’s Retirement Management Journal. Powell is a co-founder of finStream.tv, contributes expertise to the FPA’s Online Elder Planning Specialist program, and is a co-owner of Plan for Life Now. He won the 2021 RTDNA-NEFE Excellence in Personal Finance Reporting Award and was named a 2022 Robert N. Butler–Jack Rosenthal Age Boom Academy Journalist Fellow for Columbia Journalism/Columbia Aging Center’s press training, Caregiving and Our Longer Lives: The $500B Question.

Can’t attend? Register for the live and receive a link to the on-demand recording after the webcast.

Learn more about the RMA® program.