May 15
How to Prep Clients for Social Security Claiming Choices, Possible Cuts By Roger Wohlner - ThinkAdvisor
Social Security is an integral part of retirement income planning for most of your clients. At last week’s Morningstar Investment Conference, Social Security and retirement experts Mary Beth Franklin and Mark Miller joined moderator Christine Benz of Morningstar for a discussion of how advisors can help their clients make the most of their Social Security benefits.
