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AICPA ENGAGE 2018


ENG1827 - Social Security the Only Annuity All Clients Count On


Jun 13, 2018 4:35pm ‐ Jun 13, 2018 5:50pm

Standard: $49.00

Description

Social Security is the base of everyone's retirement yet is the least understood by most clients. learn the ins and outs of the system and how to best advise your clients of the optimal claiming strategies.

Learning objectives:

• Learn how best to advise your clients when to begin benefits

• Learn about all the other aspects of Social Security other than retirement benefits what might happen to Social Security in the future.

Speaker(s):

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

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