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Unpacking Social Security: A Guide to Addressing Common Questions
Course Information
Content Level: Intermediate
NAPFA Subject Area: E-Retirement Planning

This program will not be recorded.
Course Description

Social Security is an essential component of the retirement planning process, and understanding how to address a handful of key questions can go a long way toward advisors helping clients make informed decisions. At the end of 2021, the Social Security program was providing monthly benefits to about 65 million people, many of whom are going into retirement without a proper income plan.

In this program, advisors will learn to answer clients’ questions about whether Social Security will be there for them, they should start benefits and how much they’ll receive, and what filing strategy to use. The presenter will also review how other income impacts Social Security, and what clients should know about spousal and survivor benefits.

This webinar is sponsored by Allianz Life Insurance Company of North America, a 2023 NAPFA Strategic Partner.

Learning Objectives
  1. Understand key Social Security facts and benefit requirements
  2. Learn the answers to some of the common Social Security questions facing retirees today
  3. Understand potential strategies, such as annuities, that clients can consider to help make their income last as long as they live
Steven T. Sweeney, CFP®, CLU, ChFC, RICP, MBA

Steven T. Sweeney, CFP®, CLU, ChFC, RICP, MBA, is Vice President of Advanced Markets and Solutions at Allianz Life Insurance Company of North America. Sweeney calls on his 17 years in the financial services industry to leverage a wide array of sophisticated techniques in counseling advisors as they guide their clients through their financial planning journeys.  

Sweeney provides support with issues related to complex case design, asset accumulation, and tax-efficiency, including:

  • Portfolio construction and capital markets
  • Retirement income and portfolio distribution strategies
  • Tax management
  • Estate planning
  • Risk management and insurance
  • Charitable planning strategies
Availability: No future session
Expires on 06/01/2024
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
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