missy@financialexpertsnetwork.com2 weeks 1 day ago
A few comments from listeners when they were asked what the learned from the webinar:
Derek's 8 issues are helpful for us to consider as we help clients make Social Security decisions. - Mark W.
Derek's presentation re early claiming was interesting. A different perspective. - Mike M.
Discount rates as applied to the decision making process and general rules about survivor benefits, etc. Thank you! - Paul L.
I feel like delaying has always been the default in the financial planning industry, so it's refreshing to see all of the risks laid out - this was extremely beneficial both professionally and personally. It was also great to get a refresher on spousal benefits, window/er benefits and taxation - I'd forgotten so much of that! - Tanisha C.
I didn't realize all of the options there are in taking social security and will be more cognizant of them for the sake of my clients. - Lois B.
Kurt's presentation was the most comprehensive delivery of pertinent SS information I have ever heard. He was thorough with all the facts, and gave details that are useful but didn't go too deep in any area. His delivery is outstanding - pleasant and easy to listen to. Derek's presentation was excellent as well. Really good points relative to how we think about the delaying strategies. The practicality of Kurt's segment and the thought provoking ideas from Derek made for a well-rounded and enjoyable 2 hours - Robert D.
Derek's 8 issues are helpful for us to consider as we help clients make Social Security decisions.
- Mark W.
Derek's presentation re early claiming was interesting. A different perspective.
- Mike M.
Discount rates as applied to the decision making process and general rules about survivor benefits, etc. Thank you!
- Paul L.
I feel like delaying has always been the default in the financial planning industry, so it's refreshing to see all of the risks laid out - this was extremely beneficial both professionally and personally. It was also great to get a refresher on spousal benefits, window/er benefits and taxation - I'd forgotten so much of that!
- Tanisha C.
I didn't realize all of the options there are in taking social security and will be more cognizant of them for the sake of my clients.
- Lois B.
Kurt's presentation was the most comprehensive delivery of pertinent SS information I have ever heard. He was thorough with all the facts, and gave details that are useful but didn't go too deep in any area. His delivery is outstanding - pleasant and easy to listen to. Derek's presentation was excellent as well. Really good points relative to how we think about the delaying strategies. The practicality of Kurt's segment and the thought provoking ideas from Derek made for a well-rounded and enjoyable 2 hours
- Robert D.