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SOCIAL SECURITY PLANNING: Preparing Your Client for Retirement (1.0 CLE) / AUG 22
ICLEF Financial Planning and Wealth Management Series
ICLEF PASS+ HOLDERS please note you were previously sent the complimentary download link to the "ICLEF e-Publications and Forms" library with your initial purchase of the ICLEF Pass+. Please click here:email ICLEFshould you wish to have the download links sent to you once again.
Here, we will provide useful guidance that you can use when helping your clients plan for how Social Security will fit into their overall plans for retirement. Coverage and examples will include:
How retirement benefits are calculated
Benefits for married couples and divorcees
Calculation of the spousal benefit
Coordination of benefits if both spouses paid into Social Security
Survivor's benefits
Taxes and your client's retirement plan
To receive CLE credit for an ICLEF On-Demand or a LIVE WEBCAST seminar, you must watch the program in its entirety. ICLEF is unable to award partial CLE credit for viewing ICLEF On-Demand or LIVE WEBCAST seminars. You will have 30 days from the date-of-purchase to complete your ICLEF distance learning seminar. If you are unable to complete the LIVE WEBCAST seminar on the scheduled date of the seminar, ICLEF will place a copy of the ON DEMAND version of the program in your ICLEF Online Account three (3) to five (5) business days after the LIVE WEBCAST concludes. Please call or email ICLEF should you have further questions (317) 637-9102 or iclef@iclef.org
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