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April 26 Brown Bag Webinar
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When: April 26, 2018
Noon-1 p.m.
Where: United States
Contact: NAIFA-California

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April 26th Brown Bag Webinar
“Personal Social Security Strategies for Financial Advisors”

Presented By: Dick Bell, CLU, ChFC, CFP

  • Dick Bell is a Registered Representative of Lincoln Financial Advisors Corp.
  • Professional Education:  CLU, ChFC, CFP®, MSFS, RHU, REBC
  • Professional Memberships:  Society of FSP, NAIFA, NAHU, MDRT, CFP BOS
  • Professional Success:  Life Member – Million Dollar Round Table
  • Professional Leadership:  National President – Society of FSP – 2003-2004 –
  • 3rd recipient of the FSP “Kenneth L. Brown” Leadership Award                               
  • Professional Mentoring – CLU/CFP Instructor for 25 years
  • Paying It Forward - Founder/National Director of “Financial Education Partners” – a pro bono financial planning outreach that has connected over 1,000 referrals from National Multiple Sclerosis Society with members of FSP – 300 “mentees” himself


“Personal Social Security Strategies for Financial Advisors”

  • What retirement planning looks like for a financial advisor
  • Financial planning considerations for senior advisors
  • Financial overview of the average near-retiree
  • Importance of maximizing Social Security benefits
  • Understanding Social Security claiming strategies for yourself
  • Advising clients with your unique knowledge

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