The CPA's Guide to Social Security Planning
Date
May 16, 2013
Hear from the author of the CPA’s Guide to Social Security Planning and learn
how to advise clients when they ask questions like:
• When should I begin benefits; age 62, 66 or 70?
• What happens if I divorce?
• What happens if I become disabled or die?
• Will Social Security be there when I want to retire?
• How do they compute my benefit?
how to advise clients when they ask questions like:
• When should I begin benefits; age 62, 66 or 70?
• What happens if I divorce?
• What happens if I become disabled or die?
• Will Social Security be there when I want to retire?
• How do they compute my benefit?
Speaker
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA
Wealth Adviser, Sage View Advisory Group
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