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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 for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.

For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email azimmerman@investmentnews.com for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.