Social Security: Strategies and Advice For Your Clients

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Online registration for this course is now closed. Please contact the Member Service Center at (850) 224-2727 or (800) 342-3197 if you wish to inquire about registering.

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2 Credits

Social Security has always been an important source of income for retirees.  That importance has recently escalated due to reductions in home equity, declines in 401k/IRA account balances, historically low interest rates paid to savers and future stock market returns projected to be lower than historical averages.

As the baby boomer generation reaches retirement age (about 10,000 per day), it's very important that CPA financial advisors provide timely and accurate advice to their clients regarding how the Social Security system works and the strategies available to maximize lifetime benefits.


This webinar will provide CPA financial advisors with the knowledge they need to educate and advise their clients about the Social Security system and the financial impacts of their withdrawal options.

Designed For

Practitioners who have baby boomer clients


Please select the appropriate session or option below to continue with your online purchase

Tuesday, December 16, 2014

General Sessions

Information on how to log-on to the webinar, troubleshooting, and contact information will be included with your registration confirmation.
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