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Title

CLOSED Education Luncheon - Private Wealth (Social Security) - At Capacity

Event Description

Luncheon Presentation
November 10, 2017
12:00 -1:30 PM
ON20, Hartford
Only $10 pp, space limited

A top concern of your baby boomer clients is outliving their savings. Many are hardwired to begin collecting benefits as early as possible. By understanding the basics, you can help your clients maximize their Social Security benefits while boosting loyalty and increasing referrals.

Enable Your Clients to identify the government benefits available; Create collection strategies; Speak the language
when discussing options with the Social Security Administration

Event Type

Society; Educational

Education Topic

Private Wealth Management

Start Time

11/10/2017 12:00 PM

End Time

11/10/2017 1:30 PM

Event City

Hartford

Event State/Province

CT

Event Country

USA

Event Region

Americas

Location Info

Speaker

Presentation by Paulette Walz, BlackRock, Retirement Specialist/Social Security Consultant

CE Credits

1.5 (CFA Charterholders only)

SER Credit

 

Currency

 

Member Price

10.00

Non-Member Price

10.00

Candidate Price

10.00

Registration

Pre-Registration Required.  Click here for more information and to register (credit cards accepted)​

All Day Event

 

Recurrence

 

End

11/10/2017 1:30 PM

Attachments

Content Type: MyCFA Calendar
Created at 9/11/2017 1:35 PM by administrator@hartfordcfa.org
Last modified at 11/10/2017 10:19 AM by administrator@hartfordcfa.org