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Social Security is the foundation of a solid retirement income plan. Yet, many pre-retirees lack the knowledge to make an informed claiming decision. This is your opportunity to shine!
Join Heather Schreiber, RICP®, as she uncovers 6 critical components that every CPA, estate planning attorney, and financial advisor should understand, along with the strategies to implement and instantly elevate your credibility.
Learning Objectives:
- Determine how to turn these mainstream challenges into opportunities
- Identify ways to empower your clients and increase sales opportunities
Heather Schreiber, RICP®
HLS Retirement Consulting, LLC
Founder
[email protected]
(678) 888-5110
Heather Schreiber, RICP, has a passion for consumer advocacy that is contagious. She has made it her mission to educate financial, legal, and tax professionals, as well as the consumers they serve, so they can more effectively navigate the waters of retirement with confidence. Celebrating her 27th year in the financial services industry, Heather believes that knowledge is the key to a successful and empowered retirement.
Heather owns a boutique consulting firm, HLS Retirement Consulting, LLC. She is an established author on Social Security and other retirement income-related topics and has been published in USA Today, Think Advisor, The Street, Investor’s Business Daily, and other financial publications.
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