Latest / The Bucket Plan® On-Demand Series
Women’s Wealth Matters: Mastering Social Security Planning and Marketing Strategies
For many women, Social Security represents their largest retirement asset. Join host Kirsten Schlumbohm and guests Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Security Planning at OneTeam Financial, and Julie Manning, RICP®, CFF, a top advisor at C2P and the founder and CEO of Keystone Wealth Management, as they unveil essential strategies for maximizing Social Security benefits for women. Learn practical approaches for incorporating Social Security planning into your practice, discover valuable resources for mastering this specialty, and gain insights into marketing these services to…
The skinny
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