The 5 Most Common Wealth Destroying Mistakes – Thursday Insights Presentation
August 25, 2015
Income for Life Model: NextPhase, Retirement Income Distribution Solutions
August 25, 2015Social Security: Your Questions Answered
$25.00
Ryan will lead an interactive discussion regarding the following questions about social security: Will Social Security be there for me in retirement? How can I maximize my Social Security benefit? When should I take Social Security? What are survivor and spousal benefits and who is eligible? What are the Windfall Elimination Period and the Government Pension Offset? How do I coordinate Social Security with my other retirement benefits (pension, qualified plan, etc)? Learn how to answer these questions for your clients and yourself.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Hyslop, AAMS
Click play to watch a short video about ‘Social Security: Your Questions Answered’
Ryan will lead an interactive discussion regarding the following questions about social security: Will Social Security be there for me in retirement? How can I maximize my Social Security benefit? When should I take Social Security? What are survivor and spousal benefits and who is eligible? What are the Windfall Elimination Period and the Government Pension Offset? How do I coordinate Social Security with my other retirement benefits (pension, qualified plan, etc)? Learn how to answer these questions for your clients and yourself.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Hyslop, AAMS
Click play to watch a short video about ‘Social Security: Your Questions Answered’
Related products
-
Add to cart
Expectation Marketing
$75.00Often times when you are marketing to potential clients or referral sources, you may not receive your ideal client or referrals. In this session, you will learn why it is important to set the stage before the first meeting and lay out the expectations prior to, allowing for a smoother initial visit. Learn specifics on how to implement a proper marketing approach that gives potential clients and referrals sources a window into who you are and your expectations before hand.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
Check out the short video below to learn more about 'Expectation Marketing'
-
Add to cart
Curiosity in Counseling
$75.00This series focuses on the deeper themes when considering what is “behind the conversation” and how to navigate through it when the time presents itself. Having an understanding that goes beyond the surface of hearing what is said, but asking appropriate questions to get to the underlying issue behind it all, has a lot to do with a proper approach to curiosity. In this session, you will learn necessary tools on what to say and how you say it during your conversations with other professionals and/or clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about 'Curiosity in Counseling'
-
Add to cart
Strazzeri Mancini, LLP
$25.00All of us run in to clients with advanced needs where we want to help. Join Steve to learn more about co-counsel relationships and the planning process to help affluent families and business owners. Take a look at www.strazzerimancini.com and the FamilyCare Wealth Strategies Planning Group tab to see if this kind of planning and process might be right to collaborate into your practice and increase your revenue, while maintaining your client relationships for years thereafter.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about ‘Strazzeri Mancini, LLP’
