Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Education & CE: Social Security Training for CFP® Professionals
Earn 8.5 credits while learning how to help your clients save hundreds of thousands of dollars in additional Social Security benefits that they have earned and are entitled to. You'll gain Social Security expertise and learn how to use RSSA® Roadmap Social Security maximization software.
Sponsored By: The National Association of Registered Social Security Analysts (NARSSA)
Real Estate: 1031 Replacement Property Available - Join the Referral Program
Earn $2,500, $5,000 or more on 1031 Exchange Real Estate Transactions. Do you have clients that invest and sell real estate? Get paid helping clients defer taxes on the sale of their real estate. Get paid for helping clients purchase managed income producing real estate.
Sponsored By: CPAdirectory
Whitepaper: Social Security Expertise, The Next New Trend For Financial Professionals
Social Security is a complex program, and the retiring population needs support navigating the tricky claiming decision process. Take a deep dive into the nuances of Social Security in this White Paper.
Sponsored By: The National Association of Registered Social Security Analysts (NARSSA)
Education & CE: Earn the RSSA® Credential
Learn to help your clients maximize their Social Security benefits; often resulting in tens or hundreds of thousands of dollars in additional retirement income. Expert Social Security advisory is an outstanding way to acquire new clients and AUM.
Sponsored By: The National Association of Registered Social Security Analysts (NARSSA)
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