Social Security: Making Informed Decisions
with Daniel Hurley, Partner, Social Security Informed
March 18, 2026
Noon - 1:00 PM CT
Virtual
1.0 CLE general | 1.0 CFP CE | CPA certificates provided
PART I: When to Start Retirement Benefits
PART II: How to Maximize Benefits
PART III: Understanding the insured status provision for disability benefits
PART IV: Medicare
Learn how to help your clients make smarter decisions about Social Security benefits. In this webinar, Daniel will break down key rules, timing strategies, and factors that can impact retirement income. Whether your client is approaching retirement or planning ahead, this session will help you better understand options and avoid common mistakes when claiming benefits.
full presentation outline below ...
Daniel Hurley is a Partner at Social Security Informed. He spent the last 20 years of his career working in the financial services / asset management industry.
His first job was at the service desk for Evergreen Investments in Boston, MA. After earning a promotion off the service desk and into the sales division, his passion for the investment markets combined with a unique ability to personally connect & build business relationships were quickly recognized and rewarded.
In 2007, Daniel accepted an external sales role and relocated his family to Houston, TX. Following the financial crisis of 2008, Evergreen was sold to Wells Fargo where Daniel retained his position at the new company and continued to excel in his role. In June 2021, he submitted his resignation and joined his dear friend and longtime mentor as a full partner at Social Security Informed.
Location:
- Virtual - Zoom link to join the webinar will be sent upon registration.
Fees:
- ALL GNSE&FPC Members - FREE
- Non-members & Guests - $25
