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Social Security: Strategies and Advice for Your Clients (SSSAOS)

 
Facility:
CPE Credit:3.0 Technical Business
Vendor:Florida Institute of CPAs
Course Level:Update

Description:

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


Who Should Attend:
Practitioners who have baby boomer clients.

Prerequisite:
Some familiarity of retirement planning and social security


Note:

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.


Session/Options

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