Optimizing Social Security for Women
Date: Aired on Thursday, September 28, 2017
The decision of how and when to file for Social Security is one of the most important decisions impacting retirement income. This is especially critical for women as they often live longer than men and thus spend more years in retirement.
Given the unique retirement challenges many women face, there are key considerations and strategies that may help you optimize your female clients’ Social Security. Don’t miss this opportunity to strengthen your relationships with female clients by providing insightful guidance around the timing and strategy of Social Security filing decisions and their impact on retirement years.
Join this complimentary CE credit webcast and learn:
• How to address women’s unique retirement income needs
• Social Security filing strategies that can benefit female clients
• Key considerations for female clients’ Social Security decisions
• Tools and resources to help tailor Social Security strategies
PLUS—Test-drive the Nationwide Social Security 360 Analyzer® tool to help clients develop and compare filing strategies!
Nationwide Retirement Institute®
Roberta Eckert, CRPC, CLTC, RICP, joined Nationwide in June 2013 with more than 27 years of financial industry experience. As a Vice President for the Retirement Institute, Roberta is dedicated to educating advisors, their clients, plan sponsors and plan participants about the trends in retirement income planning strategies and their effective implementation.
Roberta stimulates the thinking and actions of professionals as they navigate the changing world of retirement planning. Annually addressing thousands of financial professionals and the retail public, Roberta’s sessions are customized to meet the needs of each group. Roberta’s polished style, engaging message and proven ability as a business professional assures top-notch engagement.
Prior to Nationwide, Roberta worked as a wholesaler, Divisional Vice President, Sales Development Leader, Senior Relationship Manager and a National Spokesperson. During her career, Roberta has earned recognition as #1 Wholesaler in her Division and has also won awards based on sales achievement and leadership. She is frequently sought out by the media, including Kiplingers, Wealth Advisor and Bank Advisor for her insight in Social Security claiming and the financial issues facing women today. She has also qualified several years for President’s Council while at Nationwide.
Roberta graduated from Franklin and Marshall College with degrees in Economics and German. In addition to her CRPC, CLTC, and RICP designations, Roberta holds the FINRA Series 24, 7, 66 and 63 licenses. Her areas of focus are retirement income planning and distribution, long-term care and affluent investor acquisition.
Roberta and her husband, Dane, have two children, Andrew and Julia, and reside in Austin, TX with their two cats, Duncan and Ellwood, and their parrot, Beauregard. In her spare time, she volunteers for the American Cancer Society and the local Humane Society. She is also a supporter of Operation Incubation, a charity created by her daughter to fund the delivery of incubators to third-world countries to help reduce the premature infant mortality rate.
Professor of Taxation at The American College and Co-Director of the American College’s New York Life Center for Retirement Income
Professor Littell is the co-creator of the Retirement Income Certified Professional® (RICP®) designation and coordinates the design, development and ongoing improvement of the three course curriculum: HS 353: Retirement Income Process, Strategies, and Solutions; HS 354: Sources of Retirement Income; and HS 355: Managing the Retirement Income Plan.
As Co-Director of the New York Life Center for Retirement Income, he coordinates the Center’s website that contains more than 350 educational videos; promotes the RICP® designation to improve professionalism in the industry; helps design original research projects on retirement income planning topics; and interacts with media to promote industry and consumer articles on retirement income planning.
A native of Chicago, Professor Littell holds a BA degree in psychology from Northwestern University and earned his JD at the Boston University School of Law. Professor Littell, who resides in Ardmore, PA, is also actively involved in the sport of fencing. He was a member of the 1988 U.S. Olympic Fencing Team and was a fencing coach at Haverford College from 1999 to 2006.
Nationwide and ThinkAdvisor are separate and non-affiliated companies.
This information is general in nature and is not intended to be tax, legal, accounting or other professional advice. The information provided is based on current laws, which are subject to change at any time, and has not been endorsed by any government agency.
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