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ENGAGE 2017


PFP1748 - New World of Social Security Planning


Jun 14, 2017 4:00pm ‐ Jun 14, 2017 4:50pm

Standard: $49.00

Description

Changes made by the Bipartisan Budget Bill of 2015 has caused planning for Social Security Benefits to be different than your former advice. Learn what you should be advising clients now. We will discuss the new optimum age to begin Social Security benefits and some of the lesser known Social Security strategies.

Speaker(s):

  • Ted Sarenski, CPA/PFS,CFP,AEP,CGMA, CEO, Blue Ocean Strategic Capital, LLC
Tags: PFP

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