Women and Investing: Social Security

Archived versions of WealthManagement.com webinars are available on demand 24 hours after broadcast.

Social Security enrollment is one of the most important decisions clients face when reaching retirement. For female clients especially, advisors should know certain nuances of Social Security to plan for the specific challenges women face.

Currently, 4 out of 5 women take Social Security early, locking in a lifetime of lower retirement income¹. In addition, women retirees spend 70% of their lower benefit paying for health care costs¹. Advisors can help female clients pick their optimal filing strategy as well as more accurately predict their payment in order to plan additional income as needed.

Advisors will learn:

♦ Which Social Security options may best serve female clients

♦ How enrollment can positively impact lifelong income

♦ About tools and solutions to tailor custom Social Security strategies


Diana Britton Managing Editor WealthManagement.com Moderator	Roberta Eckert Vice President Nationwide Retirement Institute^®	Mark Miller Journalist & Author

Continuing Education (CE) Credits are available to participants attending the LIVE presentation only. The presentation will be recorded, but credits will not be available for playback viewing.

Register now!

The NAEPC has approved this program for one (1) CE credit hour in estate planning for the AEP^®designation program.

The Certified Planner Board of Standards (CFP) has approved this program for 1 CE credit hour.

IMCA has accepted Women and Investing: Social Security for 1 hour of CE credit towards the CIMA^®, CIMC^® and CPWA^® certifications.

¹ Nationwide Retirement Institute^® Consumer Survey on Social Security, conducted by Harris Poll, 2016.

WealthManagement and Nationwide^® are separate and non-affiliated companies

Nationwide Investment Service Corporation (NISC), member FINRA. Nationwide Retirement Institute is a division of NISC.