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Social Security Claiming Strategies After the November 2015 Changes

By Jonathan E. Braunstein January 19, 2017

The complex strategies frequently employed by retirees to maximize their social security benefits have been partially upended by a set of rules that came into force in late 2015. As such, financial advisors must understand these new wrinkles in order to advise their clients. Depending upon the client’s age, certain strategies may no longer be permissible.

Financial Advisor IQ Education’s webcast: Social Security Claiming Strategies After the November 2015 Changes features an in-depth discussion of the new rules and all of the variables that go into these decisions. Baylor University professor of investment management William Reichenstein reviews the changes in detail and presents a series of case studies to explain how they affect real-life scenarios. This continuing education webcast has been certified by the CFP and CIMA for one hour of CE credit. Participants must view the full event and successfully complete the post-event quiz.

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William Reichenstein, professor of investment management, Baylor University

Jonathan E. Braunstein

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