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NAIFA WEBINAR SERIES

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Social Security Literacy and Income Planning: The Missing Link in Insurance and Financial Advice

The Social Security claiming decision seems so simple to most Americans. They think, “I can see what I will receive on my SSA account, so I just need to decide what age I will start collecting.” Professionals who understand the underutilized leverage that Social Security provides will differentiate themselves in the longevity economy. As insurance and financial advisors you are positioned to unlock the power of Social Security for your clients, discover other services and products retirees need, and start them on the path to a financially secure retirement.
 
In this webinar we discuss the “lever” effect of Social Security literacy and income planning, how these are keystones to most other decisions retirees must make, and the business growth power this knowledge and service provides for financial service professionals.

After attending this webinar, you will be able to:
  • Explain the four key factors Social Security literate professionals should understand
  • Specify the three pillars of Social Security literacy 
  • Identify the role technology plays in professional service of Social Security income planning

REGISTER

This Webinar is Cosponsored by 

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Continuing Education & additional information provided below.

Tuesday, March 24, 2026

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

FREE for Non-Members

 

CFP Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification/PRP (American College) Credit: $5

 

*Registration Fee includes live webinar, presentation material, and access to the archived program

SPEAKER

Martha Shedden

President and Co-founder of the National Association of Registered Social Security Analysts

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President and Co-founder of the National Association of Registered Social Security Analysts

Martha Shedden

Martha Shedden, RSSA, CRPC is one of the nation’s leading experts on Social Security planning and retirement education. As President and Co-founder of the National Association of Registered Social Security Analysts (NARSSA), she has trained thousands of financial advisors, tax professionals, and retirement specialists on how to navigate the complex web of Social Security rules to help Americans make optimal claiming decisions. With a background in engineering and years of experience in retirement income planning, Martha brings analytical precision and a practical, client-first approach to one of the most misunderstood elements of personal finance. Her mission is simple but urgent: to educate both professionals and the public on the true value of Social Security. Precisely, how smart, personalized decisions can translate into tens or even hundreds of thousands of dollars in lifetime income. Martha is a trusted voice in the media, frequently contributing to financial publications and appearing as a guest expert on podcasts, webinars, and at industry conferences. She is a passionate advocate for proactive financial literacy, especially among women, Baby Boomers, and self-employed individuals who are often underserved in traditional retirement planning conversations.

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP (American College) credit has been applied for.

1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of Social Security 
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate

National Association of Insurance and Financial Advisors (NAIFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 877-866-2432.

Additional CE Credit Info:
$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, NAIFA will report your credit to the CFP Board for you after the webinar.

Note that state insurance CE credits are not available for this webinar.

ADDITIONAL INFORMATION

 

Registration Info

Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.

NAIFA members: When registering, sign in using your email address and password to get the member rate and to prepopulate many of the registration fields.

 

Presentation Material

Your confirmation and reminder emails will include the link to access the PowerPoint/presentation material.

 

Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register and you will automatically be sent the recording link.

 

 

 

 

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