David G. Freitag,
CLU, ChFC, CRPC
Financial Planning Consultant
Advanced Concepts Design Group at MassMutual

Program Overview

Filing for Social Security is a time-sensitive decision that every client must make as they plan for retirement. Failure to plan correctly can result in major financial penalties that cannot be revoked. Clients will be asking you questions. Be sure you know how to find the answers.
Attend this session for these important reasons:

• Learn about how a major change to the Social Security program in 2024 could impact your clients' filing strategy choices

• Understand how the Social Security “Split Filing” strategy can add flexibility to a properly structured retirement plan

• Learn how the Social Security discussion can help clients make decisions on purpose rather than by accident