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Help Your Clients Looks Before They Take the Social Security Leap (ACHYCL01)

 
Date:Wednesday, January 10, 2018
Time:10:30AM - 11:45AM
(Registration at 10:00AM)
Facility:Webcast or Webinar, Online
CPE Credit:1.5 Technical Business
Instructor: Michael J. Acho
Vendor:ACPEN
Course Level:Update
Early Bird Price:$59.00 FICPA Members, $79.00 Non-Members

Description:
Social Security full retirement age is now north of 66 years. That's just one of the many things to know before filing for benefits. There are several hundred potential variations of filing strategies for a married couple. Make sure your clients understand important issues like how to file, when to file, how benefits affect the spouse, how benefits are taxed, how filing early impacts benefits, and much more.

Objectives:

  • Social Security Update

  • Learning how to discuss Social Security with your clients



    Major Topics:
    • SS update
    • Why CPAs should discuss Social Security with their clients
    • How CPAs should discuss Social Security with their clients
    • How CPAs can grow their practice by discussing Social Security with their clients


    Who Should Attend:
    CPAs & Financial Planners

    Prerequisite:
    None

    Advanced Preparation:
    None

    Session/Options

    If listed below, select the appropriate sessions or options to continue with your purchase.

    Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.