IDFA Online Learning
IDFA 2020 Virtual Conference Monday, October 5th: Day Pass
- Registration Closed
Day Pass for IDFA Conference includes:
COVID-19's Impact of Social Security Claiming Decisions with Mary Beth Franklin and
Implementation IMpass: Why Good Clients Don't Follow Great Advice
Approved for 3 hours of CDFA and CFP Board Continuing Education
COVID-19's Impact of Social Security Claiming DecisionsIncludes Credits Recorded On: 10/05/2020
While there has been a growing appreciation in recent years of the value of delaying Social Security to maximize lifetime benefits, the COVID-19 pandemic and its devastating impact on the economy has prompted some Americans to rethink their previously planned Social Security strategy. Whether responding to job loss or market volatility concerns, claiming Social Security earlier than planned can resolve some immediate income needs.
Implementation Impasse: Why Good Clients Don't Follow Great AdviceIncludes Credits Recorded On: 10/05/2020
The plan is logical; the advice is sound; the client voices full agreement; and yet – NOTHING is happening! Is the client stuck? Resistant? In need of more persuading? How you choose to frame this inaction can affect everything that follows in your work together.