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AICPA ENGAGE 2019


ENG1928 - What You Need to Know about Social Security (PFP, TAX)


Jun 12, 2019 4:50pm ‐ Jun 12, 2019 6:05pm

Standard: $49.00

Description

10,000 people a day become eligible for Social Security benefits. Your clients are among this group. Learn what you need to know to give them the best advice in this important income area. 

Objective:

  1.  Learn when an optimum time to begin Social Security benefits may be for different situations. 
  2. Learn many of the Social Security benefits available beyond regular retirement Social Security benefits.

Speaker(s):

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

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