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hero image_ACS webinar

NAIFA-FSP WEBINAR SERIES

NAIFA_FSP_header

Social Security - Understanding The Benefits

Filing for Social Security is a time-sensitive decision that every client must make as they plan for retirement. Failure to plan correctly can result in major financial penalties that cannot be revoked. Clients will be asking you questions. Be sure you know how to find the answers.

Attend this session for these important reasons:

  • Learn about how a major change to the Social Security program in 2024 could impact your clients' filing strategy choices
  • Understand how the Social Security “Split Filing” strategy can add flexibility to a properly structured retirement plan
  • Learn how the Social Security discussion can help clients make decisions on purpose rather than by accident

REGISTER

This Webinar is Sponsored by 

ACS_NPAN_2023

Continuing Education & additional information provided below.

Wednesday, October 23, 2024

1:00 pm - 2:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

FREE for Non-Members

 

CFP Credit: $5

CLE/Legal 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

Program Overview

October 23rd | 1 - 2 pm eastern

SPEAKER

David G. Freitag

CLU, ChFC, CRPC

X

CLU, ChFC, CRPC

David G. Freitag

David G. Freitag, CLU, ChFC, CRPC, an industry veteran in financial services and wealth management, brings a deep passion and unparalleled expertise in Social Security filing strategies and retirement income planning to his current role as a Financial Planning Consultant with the Advanced Concepts Design Group of the Massachusetts Mutual Life Insurance Company (MassMutual). He is a contributor to articles appearing in Market Watch, CNBC, the Street.com, USA Today Money, AARP, Yahoo Finance, Retirement Daily and www.massmutual.com.  David holds Chartered Life Underwriter, Chartered Financial Consultant, Chartered Retirement Planning Consultant designations, and his Series 7 and 24 securities licenses.  He also holds a Master of Education and Bachelor of Science degrees from the University of Maryland.

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.

1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit. 
-CLE credit is not available for: PA and RI
-The following states do not have a mandatory CLE requirement: CT, DC, MD, MA, MI, SD

1 Professional Recertification/PRP (American College credit/formerly PACE) 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-Advanced

Society of Financial Service Professionals 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. 

FSP's 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 800-392-6900.

$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, FSP/NAIFA will report your credit to the CFP Board for you after the webinar.

ADDITIONAL INFORMATION

 

Program Material

Upon registration, you will receive instructions via email on how to participate in the program. The email will also include instructions for accessing 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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