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On-Demand Webinar:

Unpacking the Latest Social Security Trustees Report

What Financial Advisors Should Know to Grow

The 2021 Social Security Trustees Report was released on August 30, and we finally have a better idea of the pandemic's impact on the Social Security trust fund. As predicted, the substantial drop in employment, earnings, and interest rates in 2020 made the Social Security program’s funding issues worse. However, careful planning can eliminate some of the uncertainty around the future of the program.

In this 40-minute webinar, Covisum® Founder and President, Joe Elsasser, CFP®  will cover:

  • Key takeaways you need from the nearly 300-page Social Security Trustees report.
  • What changes to Social Security may be on the horizon.
  • How to talk with clients about opportunities to optimize their Social Security benefit claiming strategy.
  • How to show clients the impact of Social Security benefits on their retirement income strategy.
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