NAIFA – Oklahoma, Inc.
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NAIFA – Stillwater Affiliate Luncheon
November 20 @ 11:00 am - 1:00 pm CST
Join us for our November meeting. There will be a continuing education course, networking, a guest speaker, and lunch will be provided. |
Agenda 11:00 a.m. – Continuing Education Course – Social Security Financial Wellness: Help Your Clients Maximize Their Benefits, # 6000178439 approved for 1- hour General CE Credit. Most Americans don’t understand the 2,700-plus Social Security rules, don’t know who to ask for help, and don’t realize the impact of an uninformed decision on their financial future. As a result, 96% of those collecting Social Security today failed to maximize their benefits, resulting in an average loss of over $139,000 per household. The stakes are high, and with Social Security, you have one chance to get it right – forever. Watch this critical webinar to learn how you can help clients optimize their benefits! 12:00 noon – Lunch, Networking and Keynote Speakers (Ray Smith is reaching out to the election winners – Rep. Trish Ranson and Sen. Randy Grellner) 1:00 p.m. – Adjournment |