Description

In our online presentation you will have the ability to ask any Social Security Question you have which is not always the case in the on-site presentation.  come prepared to have an interactive and informative time.

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.

Speaker(s):

• Theodore Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Capital One/United Income