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Social Security Strategies (Training Webinar)

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In this webinar, we reviewed Social Security in eMoney, and learned how to model and present Social Security benefit strategies to your clients.

Watch the Recording

Topics Covered

  • Inputting social security in the facts
  • Entering various benefits
  • Best practices

Resources

If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.


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