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Social Security in 2022

As we get closer to the funding depletion dates outlined in the most recent Social Security Trustees report, the chatter around potential changes to the program will only continue to increase. Changes are unlikely to impact every retiree equally, so it's crucial for financial advisors to understand the variety of proposals and help educate clients about how certain adjustments to the Social Security program could impact their situation specifically.

In this 60-minute webinar, Covisum Founder and President, Joe Elsasser, CFP® discusses:

  • How Social Security is currently funded and future challenges
  • Potential changes to the Social Security program
  • How to add value through Social Security planning in an uncertain environment