missy@financialexpertsnetwork.com3 weeks 3 days ago
A few comments from listeners when they were asked what the learned from the webinar:
Discussion of community property was helpful, as was the review of spousal benefit rules. - Dale B.
Excellent speaker! She explained concepts in an easily understandable manner. - Lori P.
I just appreciate a deep dive on serving single women - good to have a lot of known strategies looked at through this specific lens. - Douglas T.
Not really a new idea, but reinforcing the importance of making communication about money a primary topic when one spouse handles all the money is critical to avoiding issues when one spouse dies. For clients who choose to be single, help them identify and establish avenues for their estate upon their death. - Kalynne B.
Learned a good bit between the strategies and various SS options. - Mark M.
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Discussion of community property was helpful, as was the review of spousal benefit rules.
- Dale B.
Excellent speaker! She explained concepts in an easily understandable manner.
- Lori P.
I just appreciate a deep dive on serving single women - good to have a lot of known strategies looked at through this specific lens.
- Douglas T.
Not really a new idea, but reinforcing the importance of making communication about money a primary topic when one spouse handles all the money is critical to avoiding issues when one spouse dies. For clients who choose to be single, help them identify and establish avenues for their estate upon their death.
- Kalynne B.
Learned a good bit between the strategies and various SS options.
- Mark M.