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®
Admin
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.
Instant Access
Read the Full Publication
Our Members receive new publications by mail and in the Membership Newsletter. For immediate access—or if you’re not a member—complete the form below.
About Investments & Wealth Review
Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.
