Social Security Timing® Launches 2015 Training and New Financial Advisor Community

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‘The School’ and ‘The Arrow Group’ Sharpen Advisors’ Social Security Expertise for Successful Retirement Plans

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We created this collaborative community so the top Social-Security-focused advisors can leverage their peers’ experience and achieve a greater impact together.

Following its popular 2014 Social Security training for financial advisors, Social Security Timing® plans to expand its 2015 training with two live training events and in May will launch The Arrow Group, a new community for financial advisors who specialize in Social Security and related retirement income distribution planning.

Advisors who qualify for The Arrow Group get access to exclusive territories, niche marketing, center-of-influence programs and materials, potential referrals of consumers who inquire with Social Security Timing or its partners, and advance access to training and technology.

“We created this collaborative community so the top Social-Security-focused advisors can leverage their peers’ experience and achieve a greater impact together,” said Joe Elsasser, creator of the patented Social Security Timing software. “Membership will elevate advisors’ profiles within their community and also the industry.”

Membership is limited by available geographic areas, and advisors must meet other criteria, including attendance of The School, Social Security Timing’s two-day live training. Advisors can attend the training in Orlando April 29 and 30 or Denver Oct. 21 and 22. It covers Social Security rules, claiming strategies and how to apply those rules in the context of an overall retirement plan, addressing tax issues, risk management and how to supplement Social Security income by efficiently harvesting clients’ other assets.

In addition to Elsasser, speakers include Lloyd D. Watnik, a former Social Security manager and a sought-after speaker, and Social Security Timing’s Director of Education David Cechanowicz, an expert on retirement planning that optimizes individuals’ Social Security benefits.

Elsasser expanded the training and created The Arrow Group following the response to last year’s webinar series and live training events — nearly 1,000 people attended, and reviews were overwhelmingly positive.

“Clearly, more consumers are asking for advice on how to maximize Social Security benefits, and they value the expertise that financial advisors apply to this piece of the retirement puzzle,” Elsasser said. “Advisors who educate themselves on working Social Security into retirement planning will stay ahead of this growing demand, and The School provides that education. And now with The Arrow Group, the most specialized advisors have a community and platform to reach even more clients to create the most successful retirement income distribution plans.”

About Social Security Timing®
Thousands of financial advisors use Social Security Timing’s patented software application to help their clients maximize their Social Security benefits. Social Security Timing has also developed resources to help consumers maximize their benefits, including a free online calculator and the nation’s largest online network of financial advisors who offer Social Security planning as part of their services. Learn more at

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Dan Trumblee
Senior Market Sales
(402) 343-3689 Ext: 3689
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