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ENGAGE 2020


Social Security - Where does it stand; How to Advise (PFP, TAX)


Jun 10, 2020 4:35pm ‐ Jun 10, 2020 5:50pm

Description

Social Security is in the news more than ever as the baby boom generation is half way through qualifying for benefits.  your clients who are nearing retirement want to know the best strategy for them to collect the maximum personal benefit from the program.  learn the rules to be able to handle each client since there are no two financial situations that are the same.

Learning Objectives:
  • what legislation has been introduced to save Social Security from a reduction of benefits
  • what are some of the ideas to get the optimum benefit without sacrificing lifestyle.

Speaker(s):

  • Theodore Sarenski, CPA/PFS, CFP, AEP, CGMA, owner, Blue Ocean Strategic Capital, LLC
Tags: PFP TAX
Category: General Session (Onsite and Online)

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