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Social Security and Medicare: Maximizing Retirement Benefits
Personal Financial Planning
Webcast

Social Security and Medicare: Maximizing Retirement Benefits

What are the most effective Social Security collection strategies? Join this webcast to find out, and also learn about Medicare Advantage and Social Security in the context of helping your clients with their overall retirement planning.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Instructor

Ted Sarenski

Availability

3 months

Product Number

WC3026222

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 Business & partner 
Product Details

Supporting your clients with Social Security and Medicare aspects in their retirement planning

The rules for Social Security remain mostly stable yet clients continue to have difficulty understanding, asking you questions in relation to their overall retirement planning.

Join this webcast to learn some different ideas for when to collect Social Security based on an individual’s circumstance. You'll also gain insight about some of the nuances and intricacies of Social Security so you can give accurate and helpful advice.

You'll likely have seen ads about Medicare Advantage and all the various benefits it offers. In this webcast you'll find out about Medicare Advantage, how it differs from traditional Medicare, and more.

Who Will Benefit
  • CPAs
  • Financial planners
  • Tax professionals
  • Other qualified professionals
Key Topics
  • Social Security Planning
  • Medicare Planning
  • Retirement Planning
Learning Outcomes
  • Identify the best ideas for when to collect Social Security
  • Identify the nuances of Social Security planning
  • Determine how Social Security and Medicare planning fit into your client’s overall retirement plan
More Details
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic knowledge of tax compliance and planning concepts
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Ted Sarenski
CPA/PFS
"Ted created Blue Ocean Strategic Capital, LLC within a regional accounting firm in 1997 and in 2010, purchased 100% ownership from that firm to begin as an independently owned organization. Kevin VandenBerg, who joined Ted in 2007, became a partner at the same time. Ted’s over 30 years experience as a CPA and over 20 years as a Financial Planner serve as the backdrop for the assembly of the Blue Ocean staff of highly educated, experienced people who form the team that deliver wealth management services to Central New York. His extensive experience in individual taxation and estate planning bring a dimension to wealth management not found in most other asset management firms at the local level. Ted is recognized locally and nationally as an expert providing financial planning advice. He currently appears on WSTM-3, Syracuse’s NBC affiliate, taking viewers’ calls and offering planning concepts to viewers and was recently nominated to receive the 2010 Distinguished Service Award by the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division for contributions to industry-related publications and speaking engagements across the country. Ted authored articles on financial planning that have appeared in The Journal of Accountancy, The CPA Journal, The Journal of Taxation and the AICPA Wealth Management Insider. He has been interviewed and quoted in many publications including: USA Today, Consumer Reports, The Christian Science Monitor, Investment News, Kiplinger Personal Finance Report, Accounting Today and The Practical Accountant. Since 2005, Ted has been interviewed by hundreds of Radio Stations across the country on a variety of financial planning and income tax topics. Ted was interviewed for a 45 minute segment of NPR on the topic of retirement and Social Security in 2009."
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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