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.

Resources:

• Software Referenced: Social Security Solutions
• Certification Mentioned: NSSA (National Social Security Advisor
• Government Resources: Social Security Administration

Statistics:

• Middle-income couples can receive approximately $1.4 million from Social Security over a 20-year retirement
• Single women can potentially receive $700,000 to $1 million in lifetime benefits
• 80% of Social Security benefits come from tax receipts, not the trust fund