Helping your clients truly optimize the claiming of their Social Security benefits may be one of the most beneficial retirement decisions in which you can help them.
With so many rules that can apply to each family situation, a robust and precise software is essential to crunch the numbers that make the claiming decision much more clear-cut. Presenter Martha Shedden will demonstrate several real client cases and their compelling claiming results.
Martha Shedden, RSSA, CRPC
Martha Shedden is president and co-founder of the National Association of Registered Social Security Analysts (NARSSA) and is certified through the College of Financial Planning as a Chartered Retirement Planning Counselor (CRPC).
Shedden is passionate about educating finance and tax professionals on the topic of Social Security, recognizing the untapped demand for soon-to-be retirees to obtain accurate, personalized Social Security information and answers to their questions on the specific rules and claiming strategies that affect their claiming decisions and the creation of a financially secure retirement plan.