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.
• 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.
CPA/PFS, CFP, AEP, CGMA,
Blue Ocean Strategic Capital