Recorded 1/12/2016

The 2015 budget compromise removed options that had become key elements of strategies to maximize Social Security benefits. This webinar will analyze the options lost and provide a timeline for the effective dates of the changes. We will also review hypothetical cases to examine what options are still available for your clients.

Sam Van Why, CLU®, ChFC®, has been in the financial services industry since 1972. He is currently a professor at the College for Financial Planning, where he is responsible developing and maintaining several of the College's master's program courses. Prior to joining the College, Sam worked for the Colorado Division of Insurance and the Wyoming Department of Insurance, as well as working with individuals and business owners in financial planning and insurance for over 18 years. Sam can be reached at sam.vanwhy@cffp.edu

Complexity Level: Intermediate