In this webinar with Social Security expert, Larry Kotlikoff, he talked through common causes of Social Security overpayments, the legal grounds Social Security Administration (SSA) uses to collect the overpayments, resources and professionals who can help and what you can do as an advisor to help clients avoid this situation.
Protecting Clients Security CLAWBACKs 01/24/2024
How to Apply for Social Security Benefits and when You Get Paid.
Protecting your Clients from Social Security CLAWBACKs
Presented by Larry Kotlikoff, MaximizemySocialSecurity.com