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There seems to be more news coverage in recent years about Social Security and Medicare solvency as well as numerous suggestions of strategies to get the most out of both programs. Attend this session to hear about current legislation, the basics of the programs and ideas you can use to help your clients make informed decisions.
Learning Objectives:
Analyze the basics of both Social Security and Medicare so you will understand how both programs work
Compare case studies in Social Security that will go through various examples of how to analyze and decide the best age to begin benefits for a family situation.
Speaker(s):
Theodore
J. Sarenski,
CPA/PFS, CFP, AEP, CGMA,
Wealth Adviser,
Sage View Advisory Group