Social Security planning is an important part of planning for female clients and can attract them to advisors' practices, according to a webinar held Wednesday.
Moderator Marie Swift of Impact Communications introduced Martha Sheddon of ClientFirst Financial, who said that for pre-retirees, "the hunt for income is on."
Social Security planning is "not an up-front money maker," she acknowledged, "but it's a source of goodwill and segues into other opportunities."
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