Social Security: Strategies and Advice for Your Clients

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Overview

3.0 Credits
IN-PERSON

The following course is an on-site training event.

Let the FICPA come to you and provide your team with the highest quality customized in-person education they can receive without ever leaving the office. For more information about on-site programs, please use our contact page.

Objectives

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.

Major Topics

The major topics of this course include:

  • Overview of Social Security
  • Benefits for Worker’s Retirement
  • Benefits for Family Members
  • Planning Strategies

Designed For

Practitioners who have baby boomer clients.

Prerequisite

Some familiarity of retirement planning and social security

Let the FICPA come to you and provide your team with the highest quality customized in-person education they can receive without ever leaving the office. For more information about on-site programs, please use our contact page.