Women’s Program Lunch & Learn – Social Security Considerations for High-Income and High Net Worth (HNW) Clients

Led by a real Social Security expert who spent over 6 years inside the Social Security Administration, this webinar will break down the unique complexities affluent households face when making claiming decisions. We’ll explore sophisticated strategies that integrate benefit timing, taxation, IRMAA exposure, coordination with other income sources, and survivor benefit considerations—all within the broader context of longevity risk and portfolio planning. Attendees will gain practical frameworks and analysis techniques to help deliver informed, objective guidance and more confident outcomes for individuals and couples navigating Social Security as part of a comprehensive retirement strategy.

Stephanie is on Securian Financial’s Advanced Sales Team, providing expertise in business succession, estate planning, retirement strategies, using life insurance, long term care, and annuity products.