Unlocking Social Security Autonomy at Every Life Stage

For most Americans, Social Security offers more than just a monthly benefit; it forms the backbone of retirement security and is often the closest thing to a pension many will have. As life expectancy increases, many retirees — particularly women — face the challenge of stretching limited resources over longer lives. This makes Social Security not just a supplement, but a vital lifeline; however, few clients fully understand how to maximize their benefits.

Join leading Social Security strategist Heather Schreiber, RICP®, NSSA®, IRMAA-CP™, for this exclusive live event that goes beyond basic benefit calculations to explore the vital role Social Security can play in supporting financial independence. Advisors will gain practical strategies and insights they can customize for their clients, helping to build trust and reinforce their position as essential resources in overall retirement income planning. Key points include:

Identifying eligibility rules and benefit structures for Social Security retirement, spousal, divorced spouse, and survivor benefits
Applying life stage-specific claiming strategies to help clients maximize lifetime Social Security income and promote financial independence, particularly for women and clients with longer life expectancies
Developing strategic client conversations that simplify Social Security complexities into understandable, actionable strategies that boost advisor confidence and increase client engagement

This program is only available on Knowledge Hub+: a robust, just-in-time learning platform delivering over 80 hours of on-demand CFP Board-approved CE content by leading academics, practitioners, and thought leaders. Learn more about Knowledge Hub+ and subscribe today to register! College designees can access Knowledge Hub+ as a benefit of the Professional Recertification Program and register without having to subscribe via their Learning Hub portal.

Presented By

Heather Schreiber, RICP®, NSSA®, IRMAA-CP™
Founder & President, HLS Retirement Consulting
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