What You Don't Know About Social Security Can Hurt You ... And Your Clients

Thomas Drapala, RSSA, is Director of Strategic Partnerships, Registered Social Security Analysts, and a passionate advisor and educator with deep expertise in Social Security. He is also a keynote speaker at NAIFA's Apex, September 19-21, at the Arizona Biltmore.

Social Security serves as the first pivotal decision in retirement planning and it affects all clients. Mastery of this area is essential for retirement planning professionals who aim to differentiate their practice. Drapala's Apex session will challenge common misconceptions, highlight potential pitfalls of ignorance, and provide actionable strategies to leverage Social Security expertise for business growth, client retention, and increased sales opportunities. By the end of this session, advisors will be equipped with the knowledge and tools to differentiate their practice, protect their clients’ interests, and grow their business through Social Security expertise.

Attend this Apex keynote and you will:

• Understand the Importance: Recognize why Social Security is a fundamental component of holistic retirement planning and its impact on clients' financial well-being.
• Identify Opportunities: Learn how Social Security expertise can open doors to new client relationships and business opportunities.
• Avoid Common Pitfalls: Discover the risks and financial consequences of providing incorrect Social Security advice.
• Enhance Professional Competency: Gain insights into becoming a trusted advisor by mastering Social Security rules and regulations.
• Leverage Tools and Resources: Explore how the RSSA program can provide the education, software, and marketing tools needed to integrate Social Security planning into your practice effectively.