Description
Social Security has been around for over 80 years. it has gone through many changes and continues to be misunderstood. Learn how to effectively advise your clients.
Learning Objectives:
- Review the basics and learn the nuances of Social Security.
- Learn how Medicare works and help all of your Boomer clients.
Speaker(s):
- Theodore
Sarenski,
CPA/PFS, CFP, AEP, CGMA,
Wealth Adviser,
Capital One/United Income