Helping Nervous Clients Understand And Financially Plan For The (True) State Of The Social Security System

Are you ready for the webinar? 
Ensure you have your individual sign-on link handy.  

Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. 

Check your calendar: You can also find your individual sign-on link within the downloadable calendar invite for the webinar. 

Still can’t find it or something not right? Reach out to us directly as members@kitces.com and we can assist you. 

With the frequent news headlines on the (un)sustainability of the Social Security system, many working-age financial advisory clients are concerned about whether they will receive their full (or any of their) estimated Social Security benefits.

In this webinar, Adam Van Deusen, CFP®, examines data from the Social Security Board of Trustees’ Annual Report to clarify common misconceptions about the system’s financial health. He reviews a range of potential policy options under consideration to strengthen Social Security for the remainder of the century and discusses how financial advisors can evaluate the impact of these proposals for clients at all stages – working age, near retirement, and already retired. Additionally, Adam explores how advisors can adjust financial planning assumptions to model various scenarios, helping clients better understand how potential policy changes could affect their retirement.

In this webinar, advisors will learn how to:
- Understand the mechanics of how the Social Security trust fund operates.
- Explain the projected trajectory of the trust fund and the factors influencing its future.
- Recognize how clients’ Social Security benefits would be expected to change if the trust fund is exhausted.
- Identify potential policy options, including changes to taxes and benefits that Congress may consider, to place Social Security on a more sustainable path.

Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.