missy@financialexpertsnetwork.com1 year 8 months ago
A few comments from listeners when they were asked what the learned from the webinar:
Between the Q& A and Kurt's presentation and slides, I have a better understanding of WEP and how the SS Fairness Act impacts those previously subject to WEP and/or GPO. - Nancy T.
Loved Kurt's clear breakdown of complicated topics and the actionable advice he provided at the end for next steps. - Emily M.
The 6 month lookback for anyone already past FRA and had not filed. (Fortunately, pretty sure 1 client impacted by GPO HAD filed earlier, but am checking with them already - so he gets full 2024 SS benefit once SSA starts disbursing funds.) - Meg C.
The specifics of how the changes work. Definitely have a better idea of who's affected and what questions I should be asking. - Andrea M.
WEP calculator, if already registered with SSA.gov they will notify client (nothing client needs to do) can watch progress on ssa.gov site - Jacqueline B.
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Between the Q& A and Kurt's presentation and slides, I have a better understanding of WEP and how the SS Fairness Act impacts those previously subject to WEP and/or GPO.
- Nancy T.
Loved Kurt's clear breakdown of complicated topics and the actionable advice he provided at the end for next steps.
- Emily M.
The 6 month lookback for anyone already past FRA and had not filed. (Fortunately, pretty sure 1 client impacted by GPO HAD filed earlier, but am checking with them already - so he gets full 2024 SS benefit once SSA starts disbursing funds.)
- Meg C.
The specifics of how the changes work. Definitely have a better idea of who's affected and what questions I should be asking.
- Andrea M.
WEP calculator, if already registered with SSA.gov they will notify client (nothing client needs to do) can watch progress on ssa.gov site
- Jacqueline B.