Getting the most out of Social Security: The many uses of file & suspend

Helping clients navigate the maze of Social Security can be a full-time job. But by understanding a few key concepts and taking a few important steps, you can make sure your clients get the most out of this critical retirement benefit.



Social Security expert and InvestmentNews contributing editor Mary Beth Franklin covers some of the most important ways to help clients maximize their Social Security benefits, including the many uses of a strategy known as file and suspend.

* Accepted by the CFP Board for 1 CE credit and by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

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Date: Tuesday, March 4, 2014

Time: 4:00 p.m. – 5:00 p.m. ET

Helping clients navigate the maze of Social Security can be a full-time job. But by understanding a few key concepts and taking a few important steps, you can make sure your clients get the most out of this critical retirement benefit. Social Security expert and InvestmentNews contributing editor Mary Beth Franklin covers some of the most important ways to help clients maximize their Social Security benefits, including the many uses of a strategy known as file and suspend.

  1. What file and suspend is, and how it works
  2. Why is file and suspend so important?
  3. Who can benefit most from a file and suspend strategy
  4. Specific file and suspend scenarios
  5. File and suspend for gay married couples after the Supreme Court ruling

Attendees may submit questions before and during this live event. A free and invaluable resource.

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Continuing Education Credits: For all webcasts approved by the CFP Board, CE credit will be automatically reported 1 week after the live event, and again 30 days after the live event for all on-demand viewers. For IMCA CIMA®/CIMC®/CPWA® CE credits please e-mail SRosic@investmentnews.com for a certificate of completion. For both CFP and IMCA approved webcasts, CE credit will only be available within 30 days of the original air date. After 30 days, the webcast will be available for replay for 365 days post-live event, however CE credit will not be honored.

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