How to Guide Clients Through the Maze of Social Security Decisions
Every day, 10,000 baby boomers turn 65 and seek the optimal strategy to maximize personal benefits from the Social Security program.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
2
Instructor
Ted Sarenski
Availability
3 months
Product Number
WC4166426
Financial situations can vary greatly and there is often no one-size-fits-all solution. In this webcast, Social Security expert Ted Sarenski, CPA/PFS, will provide you with:
- A refresher on key rules to keep in mind
- Ideas that can be applied to various client situations
- An overview of the Social Security landscape
Key Topics
- Key social security strategies for clients
- The future of social security benefits
Objectives
Identify the most important rules to know.
- Determine client planning ideas for individuals, couples, widow(er)s, and special situations.
- Determine what Social Security benefits will be available in the future.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
This webcast is CFP eligible
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