ENG2120. Social Security with Medicare - American Institute of CPAs
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A review of current Social Security issues, disability, survivorship, miscellaneous provisions and a section on how to give advice to clients. The session will also include a review of Medicare Parts A, B, C and D along with advice suggestions.
Speaker(s):
Theodore
J. Sarenski,
CPA/PFS, CFP, AEP, CGMA,
Wealth Adviser,
Sage View Advisory Group