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Products March 10, 2015
Social Security Training Uses Crowd Learning
Updated training and networking capabilities offered through Social Security Timing, the Social Security software, help advisers sharpen their expertise in creating retirement income strategies for clients.
Reported by PLANADVISER staff
As consumers’ appetite for Social Security information is expanding, Social Security Timing has unveiled an updated training program and a new financial adviser community, The Arrow Group, to help advisers learn from peers. The firm recommends that advisers pick up expertise in timing and maximizing Social Security benefits to stay ahead of the curve and create more successful retirement plans.
Following the popular response to its training program from 2014, Social Security Timing says it will expand this year’s training with two live events and a new community for advisers who specialize in Social Security and related retirement income distribution planning.
The live training sessions cover Social Security rules, claiming strategies and how to apply those rules in the context of an overall retirement plan. Training will address tax issues, risk management and how to supplement Social Security income by efficiently harvesting clients’ other assets. Training is scheduled for April 29 to 30 in Orlando, Florida. A second training event is slated for October 21 to 22 in Denver.
Speakers include Joe Elsasser, creator of the patented Social Security Timing software; Lloyd D. Watnik, a former Social Security manager; and David Cechanowicz, education director at Social Security Timing and an expert on optimizing Social Security benefits.
The adviser community, The Arrow Group, is scheduled to launch in May. Membership is limited by available geographic areas, and advisers must meet other criteria, including attendance of The School, Social Security Timing’s two-day live training. Advisers who qualify for the group will be given access to exclusive territories, niche marketing, center-of-influence programs and materials, potential referrals of consumers who inquire with Social Security Timing or its partners, and advanced access to training and technology.
The collaborative community was created to allow Social Security-focused advisers to leverage their peers’ experience and achieve a greater impact together, according to Elsasser. “Membership will elevate advisers’ profiles within their community and also the industry,” he says.
The Social Security Timing software is used by advisers to analyze Social Security benefits and create customized strategies for timing and election of benefits. More is available on the website of Social Security Timing.