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,