Advising Women on Social Security: Essential Strategies Every Financial Advisor Should Know

For many women, Social Security represents their largest retirement asset. Join host Kirsten Schlumbohm and guests Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Security Planning at OneTeam Financial, and Julie Manning, RICP®, CFF, a top advisor at C2P and the founder and CEO of Keystone Wealth Management, as they unveil essential strategies for maximizing Social Security benefits for women. Learn practical approaches for incorporating Social Security planning into your practice, discover valuable resources for mastering this specialty, and gain insights into marketing these services to women clients. Whether your female clients are married, divorced, or widowed, this episode provides the knowledge you need to enhance your retirement planning services and grow your practice.
To see all resources and statistics from this episode, please visit c2pe.info/3UzWJK4.
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🎧 For more episodes of our podcasts, visit:
The Rainmaker Multiplier On Demand ➡️c2pe.info/3MyCrfY
The Bucket Plan On Demand ➡️c2pe.info/3xII5rA
A Woman’s Clarity ➡️c2pe.info/3vz1j1l
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📚 Disclaimer:
At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice.
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