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NAIFA-FSP WEBINAR SERIES

NAIFA_FSP_header

Social Security: Will It Still Be There?

 

The majority of Americans get the bulk of their retirement income from Social Security, and the release of the Trust Fund Annual Report has become a spring ritual. The new report, issued in May, had a few minor—but no major—surprises. Just like every other year, there has been a predictable flurry of general news media coverage since the report was released. Will Social Security still be there? Is it going broke? Are we going to have to live on less money? Your clients are hearing all this. Understanding a few important concepts can help you deal with the concerns they may have.

You will learn:

  • What the report really says vs. what people might hear or read

  • How to deal with client concerns over the sustainability of their future Social Security retirement income

  • What the most significant options are for Social Security reform

 

Webinar Sponsored by

Security Mutual Life

 

REGISTER

 

Continuing Education & Additional information are provided below.

Wednesday, June 26, 2024

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

$59 for Non-Members

 

CFP Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification/PRP Credit: $5

 

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

Program Overview

June 26th | 12 - 1 pm eastern

SPEAKER

William F. Rainaldi, CFP, AEP

Security Mutual Life

X

Security Mutual Life

William F. Rainaldi, CFP, AEP

William F. Rainaldi, CFP, AEP is a Lehigh University graduate and is a Senior Financial Services Consultant for Security Mutual Life Insurance Company of Binghamton, NY. He is a leading U.S. authority on Social Security and its impact on retirement planning.  He previously served as The Kugler Company's CEO for over 20 years.  He also has an extensive background in life insurance, business & investment concepts and computer technology, as well as  investment experience, having worked for more than eight years as an investment analyst for a mid-sized New Jersey broker/dealer. He is the editor and co-author of The Kugler System Technique books and is a former Adjunct Lecturer at New York University's School of Continuing Education.

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP (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 e-mail on how to participate in the program. The e-mail 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 anyway and you will automatically be sent the recording link.

 

 

 

 

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