[WEBINAR] Summer Series: Fairness Act Seminar from Athene

Join us to discuss how the Fairness Act can affect your teacher, police officer, firefighter, and state and municipal employee clients. We’ll also explore strategies for analyzing these changes and helping quantify their impact into your clients’ overall retirement income security. Engaging clients on the implications of the Fairness Act can create opportunities to grow your practice while helping clients better understand factors that may affect their long-term retirement planning.

Our guest speaker will be Andy Robertson, VP and Co-Founder of the Corporation for Social Security Claiming Strategies (CSSCS).

Andy will cover:

• What is the Fairness Act, and how may it impact your clients? (WEP & GPO)
• When did the law go into effect?
• Actionable case studies:
• Pension-owner spouse
• Non-pension-owner spouse
• Household impact (WEP & GPO)

It’s important to note that this law applies to many state and local government employees and is retroactive to January 1, 2024. As a result, it may affect not only those already retired, but also individuals currently planning for retirement.