Latest / The Bucket Plan® On-Demand Series
Beyond COLA 2025: The Future of Social Security Planning for Financial Advisors
Transform Social Security from a basic retirement benefit into a powerful planning tool with advanced COLA strategies and creative applications. Join host Kalem Mackey, CFP®, BPC, as he interviews Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, Head of Social Security Planning at One Team Financial, for an in-depth discussion on maximizing your clients’ Social Security benefits. Learn about the 2.5% COLA increase for 2025, discover advanced planning strategies for high-net-worth clients, and understand how to integrate Social Security planning into your holistic financial practice. From leveraging…
The skinny
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