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:

1. Review the basics and learn the nuances of Social Security.
   
2. Learn how Medicare works and help all of your Boomer clients.

Speaker(s):

• Theodore Sarenski, CPA/PFS, CFP, AEP, CGMA, owner, Blue Ocean Strategic Capital, LLC