Get the competitive edge with your retirement planning secret weapon. Technical retirement planning and social security education, advanced case design, and expert training for financial and tax professionals.
Heather Schreiber is all about turning complex retirement tax strategies into understandable concepts that stick to help forward-thinking financial advisors take a solutions-driven approach to every engagement.
Today’s advanced markets are rapidly evolving, and it feels impossible to keep up. You already have a lot on your plate, and a single misstep could cost your client money and affect your reputation. So how are you supposed to stay updated on advanced planning strategies and regulations that govern them without falling behind or getting overwhelmed?
Retirement planning can be a daunting task for financial and tax professionals and their clients. There’s an endless list of factors to consider:
- The myriad of rules that come with retirement accounts and IRAs,
- The constant evolution of tax law that affects them,
- Retirement risks to mitigate, and
- Social Security as a foundational income source.
What if you had a behind-the-scenes partner with the knowledge and expertise to take those risks off the table?
Heather is here to ease that burden with expert consultation and education for financial and tax professionals. Reduce stress, minimize costly mistakes, and build comprehensive financial strategies for your clients with a retirement planning expert in your corner.
Tax code and social security planning aren’t everyone’s cup of tea, but she eats, drinks, and dreams this stuff. She thrives on it, so you don’t have to. You deserve the support, training, and coaching you need to be a rockstar with your client.
Services Provided
- Speaking Engagements & Workshops
- Consulting
- Coaching
- Educational Content
Most Requested Talks and Presentations
- Navigating the Critical Ages of Retirement Income Planning
- 5 Critical Social Security Concepts Every Advisor Should Know to Elevate Their Credibility
- Building Client Relationships with Social Security
- Operation Decode: Top Tax-Related Annuity Questions Answered
- Social Security through the Lens of Today’s Woman
- Operation Roth – A Road Map to Tax-Free Income in Retirement
- Social Security Deep Dive Course
Heather is one of the best CE instructors I have ever heard. She packs so much into her topics and explains them so well for the average person. She gave us a lot of material that we can use as a resource and for financial planning. Very applicable.
Navigating the Critical Ages of Retirement Income Planning Attendee
When it comes to Social Security and Medicare planning, Heather Schreiber is the speaker you want. Heather presented at our financial advisor program to rave reviews from some of the most highly educated and knowledgeable financial planners and tax advisors in the country. These are seasoned advisors – a tough audience – who are not easily impressed and often challenge our speakers with high-level questions. Heather dominated the discussion. Her confidence and knowledge level had our advisors trying to keep up! They loved her presentation style and were impressed with Heather’s vast knowledge.
Ed Slott, CPA Founder and CEO of Ed Slott and Company
Travels From: Georgia
City:
$10,001 to $15,000
