Session Description

Social Security accounts for half of retirement income for 65 percent of Americans. Understanding how to maximize them and capitalize on their tax-efficient nature can mean the difference between retirement and “work-tirement” for many clients. Join Robertson as she explains how to analyze the myriad benefit options, effectively incorporate them into retirement plans and capitalize on the tax-efficiency a Social Security-weighted retirement plan can provide.

Biography

Cheryl Robertson, J.D., is president of The Corporation for Social Security Claiming Strategies, an organization she founded to educate advisors about the nuances of Social Security retirement benefits and strategies. CSSCS was launched to provide advisors with the knowledge necessary to advise clients on how best to claim benefits and, more importantly, how those benefits can play a seminal role in the sustainability of retirement income plans. CSSCS recently received National Underwriter’s Elite Award for market innovation and has been featured in numerous national publications.

The Corporation for Social Security Claiming Strategies
78 South Street, Ste. 201
Wrentham, MA 02093 United States


Email: cherylrobertson@csscs.org
Phone: +1 508-644-0189
Website: www.csscs.org