Beta Maximizing Social Security Benefits for Couples (SocSec_BETA)

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Retirement Planning

Beta Maximizing Social Security Benefits for Couples (SocSec_BETA)

Content

Initial Survey
Introduction
Module 1: The Social Security Statement
Module 1 Survey
Module 2: How Benefits Are Calculated
Module 2 Survey
Module 3: The Breakeven Point For Delaying Social Security
Module 3 Survey
Module 4: Social Security Spousal Benefits
Module 4 Survey
Module 5: Eligibility And Entitlement For Spousal Benefits
Module 5 Survey
Module 6: Coordinating Social Security Benefits For Couples
Module 6 Survey
Module 7: Coordinating Social Security Timing With Other Resources
Module 7 Survey
Module 8: How To Apply For Social Security Benefits
Module 8 Survey
Module 9: Client Conversations Around Social Security
Module 9 Survey
Module 10: Special Social Security Planning Situations
Module 10 Survey
Final Survey
Thank you!

Completion rules

All units must be completed
Leads to a certificate with a duration: Forever

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