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Beyond the Basics: Advanced Social Security Strategies for Affluent Clients
Wednesday, August 19, 2026, 1:00 PM - 2:00 PM EDT
Category: Education Webinar
Beyond the Basics: Advanced Social Security Strategies for Affluent Clients
Social Security may be one of the most important retirement decisions your clients make, yet it's often overlooked in the broader planning process. Join Stephanie Beckwith, Advanced Sales Counsel at Securian Financial and former Social Security Administration professional, for a practical discussion focused on advanced Social Security planning for high-income and high-net-worth clients. Learn how to incorporate claiming strategies, IRMAA considerations, survivor benefits, taxation, and portfolio integration into a more comprehensive retirement planning conversation. Contact: [email protected] |