Weekend Reading for Financial Planners

The RSSA program includes a module on incorporating Social Security claiming strategies into the overall retirement income plan, and also covers Medicare (and where Medicare claiming overlaps with Social Security claiming strategies), with a particular focus on learning through Case Studies that apply the knowledge to practical sample client scenarios. All built around the recognition that as technology increasingly commoditizes the “basic” elements of financial and retirement planning, the pressure is on financial advisors to up their game and expertise to continue to add more value on top.

Published by Pamela Kweller, RSSA®

Pamela Kweller is the Content & Community Manager at RSSA. She is also certified as a Registered Social Security Analyst®. The mission of RSSA is to help Americans get the maximum Social Security income they have earned, enabling them to enjoy their lives more fully. Contact Pamela: pkweller@rssa.com