PR Log - May 15, 2012 - Aptos, Calif. - ClientFirst Financial is hosting a free webinar to teach financial advisors how to enhance their Social Security income planning services by addressing the needs of pre- and early retiree female clients and prospects. Financial advisors will learns how to position themselves to help the swelling ranks of female boomers meet their retirement income goals.
The webinar will be held on Wednesday, May 30, 2012, between 11:00 a.m. - 12:00 noon Pacific time. Financial Advisors can register via the following link: https://www4.gotomeeting.com/register/891841199
Martha Shedden, Social Security Specialist, and Frank Horath, author and Principal of ClientFirst Financial will address some of the financial planning barriers and issues that women encounter when approaching, or in the midst of, early retirement.
“The Social Security income election decision, for women especially, may be one of the most important financial decisions they make in their lifetimes,” said Shedden.
This webinar is designed to provide financial advisors accurate information and a good grasp of the relevant Social Security income benefit rules and claiming strategies, so they can effectively guide female clients to make a sound Social Security election decision.
"Whether they are single, married, divorced or widowed, the Social Security income decision has a long-lasting impact on a woman's future. Do your female clients understand that the amount of money they may be “leaving on the table could well be in excess of $100’s of thousands of dollars," said Horath. "There are many powerful, yet little understood techniques that we will discuss in this webinar to help your female clients make a smarter Social Security income election decision. We will also be demonstrating best-in-class Social Security income planning software to solve for several case studies during this webinar."
Webinar seating is limited to 100 attendees.
ClientFirst Financial is a distributor of the recently released, enhanced version 2.0 of the Social Security Analyzer software developed by Social Security Solutions. Visit http://bit.ly/GUhzsB for details. The Analyzer program helps financial advisors assist singles, married couples, widows, and divorcees in making smarter Social Security income election decisions. The results generated by the Analyzer report also provide an entree to build and fortify relationships with accountants, attorneys, human resource contacts and employers.
Additionally, ClientFirst Financial released a new eBook "How to Grow Your Financial Practice with Social Security Income Planning." Visit https://clientfirst.info/products-services/ppc-download-f... to dowload a sample portion of this eBook.
This eBook is a step-by-step, how-to guide for financial advisors who wish to attract more clients to their practice by becoming a Social Security income planning niche specialist. This book identifies the opportunities in the baby boomer market and the advisory services that clients will need to best leverage their Social Security income election. Topics covered include: an overview of Social Security election options; best practices solutions for advisors offering Social Security guidance; and how to optimally promote new services to continually find better clients.
ClientFirst also has developed the "Social Security canGROW Your Financial Practice Tool Kit," a turnkey Social Security learning, practice management, and marketing set of tools for financial professionals. The tool kit can be viewed at http://www.clientfirst.info. This kit includes tools necessary to help financial advisors expand their business with Social Security income planning. The kit includes three DVDs, one CD-ROM (with 22 data files), "Social Security Strategies" (the Authoritative Practice Planning Book), the "2012 Mercer Guide to Social Security," and "How to Grow Your Financial Practice with Social Security Income Planning" (eBook).
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The webinar will be held on Wednesday, May 30, 2012, between 11:00 a.m. - 12:00 noon Pacific time. Financial Advisors can register via the following link: https://www4.gotomeeting.com/register/891841199
Martha Shedden, Social Security Specialist, and Frank Horath, author and Principal of ClientFirst Financial will address some of the financial planning barriers and issues that women encounter when approaching, or in the midst of, early retirement.
“The Social Security income election decision, for women especially, may be one of the most important financial decisions they make in their lifetimes,” said Shedden.
This webinar is designed to provide financial advisors accurate information and a good grasp of the relevant Social Security income benefit rules and claiming strategies, so they can effectively guide female clients to make a sound Social Security election decision.
"Whether they are single, married, divorced or widowed, the Social Security income decision has a long-lasting impact on a woman's future. Do your female clients understand that the amount of money they may be “leaving on the table could well be in excess of $100’s of thousands of dollars," said Horath. "There are many powerful, yet little understood techniques that we will discuss in this webinar to help your female clients make a smarter Social Security income election decision. We will also be demonstrating best-in-class Social Security income planning software to solve for several case studies during this webinar."
Webinar seating is limited to 100 attendees.
ClientFirst Financial is a distributor of the recently released, enhanced version 2.0 of the Social Security Analyzer software developed by Social Security Solutions. Visit http://bit.ly/GUhzsB for details. The Analyzer program helps financial advisors assist singles, married couples, widows, and divorcees in making smarter Social Security income election decisions. The results generated by the Analyzer report also provide an entree to build and fortify relationships with accountants, attorneys, human resource contacts and employers.
Additionally, ClientFirst Financial released a new eBook "How to Grow Your Financial Practice with Social Security Income Planning." Visit https://clientfirst.info/products-services/ppc-download-f... to dowload a sample portion of this eBook.
This eBook is a step-by-step, how-to guide for financial advisors who wish to attract more clients to their practice by becoming a Social Security income planning niche specialist. This book identifies the opportunities in the baby boomer market and the advisory services that clients will need to best leverage their Social Security income election. Topics covered include: an overview of Social Security election options; best practices solutions for advisors offering Social Security guidance; and how to optimally promote new services to continually find better clients.
ClientFirst also has developed the "Social Security canGROW Your Financial Practice Tool Kit," a turnkey Social Security learning, practice management, and marketing set of tools for financial professionals. The tool kit can be viewed at http://www.clientfirst.info. This kit includes tools necessary to help financial advisors expand their business with Social Security income planning. The kit includes three DVDs, one CD-ROM (with 22 data files), "Social Security Strategies" (the Authoritative Practice Planning Book), the "2012 Mercer Guide to Social Security," and "How to Grow Your Financial Practice with Social Security Income Planning" (eBook).
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