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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
J. Sarenski,
CPA/PFS, CFP, AEP, CGMA,
Wealth Adviser,
Sage View Advisory Group
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