Mobile Edition


Social Security 201: Mastering the Client Mysteries (ACSSM09)

 
Date:Tuesday, February 13, 2018
Time:12:00PM - 1:00 PM
(Registration at 11:30AM)
Facility:Webcast or Webinar, Online
CPE Credit:1.0 Technical Business
Instructor: Andy Landis
Vendor:ACPEN
Course Level:Basic
Early Bird Price:$39.00 FICPA Members, $59.00 Non-Members

Description:

Are you overlooking the equivalent of $700,000 in your clients’ portfolios? In this session you will unlock Social Security’s top ten mysteries in an entertaining, humorous, and informative way.  You will have knowledgeable, professional answers to client questions about Social Security.  Profit from tips and materials to instantly increase client service, deepen client relationships, and build your practice using Social Security expertise.  Learn how Social Security works for real people like your clients.  Discover how Social Security payments are computed, what’s in it for working and non-working spouses (and even former spouses), when and how to apply, and what happens with work after retirement.  Learn how to get quick, online payment estimates for any client’s future scenario.  See the bottom line on career changes like early retirement or switching to part-time and hear a few good Social Security jokes.



Objectives:

  • Have knowledgeable, professional answers to client questions about Social Security.

  • Profit from tips and materials to instantly increase client service, deepen client relationships, and build your practice using Social Security expertise.

  • Learn how Social Security works for real people like your clients.

  • Discover how Social Security payments are computed, what’s in it for working and non-working spouses (and even former spouses), when and how to apply, and what happens with work after retirement.

  • Learn how to get quick, online payment estimates for any client’s future scenario. See the bottom line on career changes like early retirement or switching to part-time.

  • Hear a few good Social Security jokes.



    Major Topics:

  • System finances

  • Payment computations

  • Retirement payments

  • Family payments

  • Survivor payments

  • Work after retirement

  • How to file



    Who Should Attend:
    All CPAs

    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.