Opportunities for and Obstacles to a Successful Retirement

A DISCUSSION WITH NEVIN ADAMS, JD, AND BETTY MEREDITH, CFA^®, CFP^®, CRC^®; MODERATED BY ROBERT POWELL, RMA^®, CFP^®

Recent projections from the Social Security Trustees Report have intensified concerns about the long-term sustainability of Social Security benefits. With the Old-Age and Survivors Insurance trust fund now expected to be depleted sooner than previously forecast, advisors are being forced to confront uncomfortable planning scenarios—including the possibility of an across-the-board benefit reduction. In this candid discussion, industry experts examine how clients are reacting, what modeling tools can help address potential cuts, and why proactive conversations around Social Security have never been more critical for retirement planning.