You don't want to miss this.

Join FPA Philly Tri-State and Ryan Bertrand, CFP, CLU Vice President and Managing Director, Advanced Markets of Transamerica for: Unlocking Social Security. This CE class will provide attendees with an understanding of some of the more common concepts associated with Social Security, including when to file, spousal benefits & potential tax strategies. The presentation looks at different opportunities to assist in maximizing future Social Security benefits. The seminar provides the information necessary to begin planning for Social Security & emphasizes the important role which planning plays in an overall retirement income plan.

More than 78 million Baby Boomers will be entering retirement over the next 20 years. For many of these individuals Social Security will play an important role in their overall retirement income plan (currently Social Security benefits make up 35% of the average retirees' income). Having a basic understanding of the benefits & learning a few of the strategies associated with Social Security will prove beneficial.

Learning objectives:

  1. Understand the role of Social Security in retirement income planning.
  2. Overview the significance of the filing decision and the relevant factors to consider.
  3. Review spousal filing strategies to understand survivor benefits, benefits for divorce, and the impact of filing at different ages for spouses.

This webinar is from Noon to 1:00PM via zoom.

1 CFP CE Approved