You Asked and We Delivered!

We are proud to introduce the Retirement Asset Optimizer (RAO)—our cutting-edge retirement income planning software, available only to CSSCS members.

With just a handful of inputs, the RAO software isolates how different Social Security filing strategies profoundly impact:

• Tax efficiency throughout retirement
• Capital preservation and draw-down requirements
• Survivor benefits optimization for peace of mind

Join our industry-recognized Director of Advisor Training, Andy Robertson, on Monday, August 17th, for a live demonstration of the RAO software. We will also reveal how to deploy it via our exclusive marketing partnership with the American Alliance for Financial Literacy.

Webinar Details:
• Date: Monday, August 17th
• Time: 10:00am EST
• Host: Andy Robertson, CSSCS Director of Advisor Training

See how these CSSCS member-exclusive tools turn your advanced Social Security knowledge into an automated activity generation and asset gathering machine.