The State of the Social Security System (CFP® CE)

Social Security remains a critical component of retirement planning, but ongoing funding challenges and policy uncertainty continue to shape how advisors guide clients.

In this webinar, we will break down the current state of the Social Security system, including key funding projections, potential policy changes, and what it all means for client planning strategies. Advisors will gain a clearer understanding of how to incorporate Social Security into retirement income planning and how to communicate these complexities with confidence.

Join Adam Van Deusen and Wealthbox for a practical discussion designed to help advisors stay informed and better support client decisions in a changing landscape.

This webinar will cover:

1. The current financial outlook of the Social Security system
2. Key policy considerations and potential reforms
3. Planning strategies for maximizing client benefits
4. How to communicate Social Security changes with clients

*This webinar is eligible for one CFP® CE credit. A live participant is required to attend the entire virtual event to receive credit. A designated note-taker is not permitted to replace live attendance and will result in no credit given.