Error loading player: No playable sources found

10

Social Security: Strategies for Optimizing Your Clients' Benefits and Other Social Security Issues

Date
January 10, 2011

D

Speaker

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

Related Products

Thumbnail for Elder Planning - Figures and Emotional State
Elder Planning - Figures and Emotional State
Join our panel discussion where we will discuss the financial aspects of aging and what most clients can expect. We will also discuss the emotional side of having these discussions with your clients in an effective and empathetic way. Everyone who gets old will have issues that need to be discussed…
Thumbnail for Best Practices and Ideas on Risk Management Topics
Best Practices and Ideas on Risk Management Topics
When it comes to insurance strategies, there are layers of opportunity to improve your client’s lives. The integration of various insurance strategies into a financial plan are key to determining outcomes that achieve the client’s goals…
Thumbnail for Ask me anything about Medicare (PFP, TAX)
Ask me anything about Medicare (PFP, TAX)
Fifty-seven percent of baby boomers said they had a "poor understanding" (31%) or know "almost nothing" (26%) about Medicare, according to a recent survey by Bankers Life and Casualty Company…
Thumbnail for Ask Me Anything about Financial Planning
Ask Me Anything about Financial Planning
Financial planning is a broad term that can mean many things to many people. In this session our panel will provide insights and practical advice based on their experience in financial planning…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.