Funding the Social Security Program

As we get closer and closer to the funding depletion dates outlined in the most recent Social Security Trustees report, there are a variety of proposals to shore up the system. However, the impact of those changes won't be uniform. Changes to the system will impact every retiree differently depending on their unique situation, so the role of financial advisors will be more critical than ever. Advisors can help clients understand how changes are likely to impact them specifically and determine the best time to claim.


Webinar: Social Security in 2022

On Wednesday, February 23, 2022, at 1:00 p.m. CT, Covisum Founder and President Joe Elsasser, CFP®, will host a live webinar for financial advisors. The webinar will address: 

  • How is Social Security funded now?
  • Future challenges
  • Potential changes to the program
  • How advisors can add value through Social Security planning, even in this uncertain environment

There will be 10-15 minutes following the presentation for questions. All registrants will receive a recording of the webinar. 

Register for the Social Security in 2022 webinar now!

Social Security Timing®

Social Security Timing software makes Social Security retirement planning quick and easy for financial planners. See the exact year and month the client should claim. Compare different claiming strategies side-by-side. Use the breakeven chart to see which approach produces the best result based on different life expectancy combinations. See how changes to Social Security could impact your clients.

Social Security Timing demo