Webinar

Social Security 201: Mastering the Client Mysteries

  • Tuesday, December 12, 2017

    12:00pm – 1:00pm
  • 1
    CREDITS
    Advisory Services

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.

Highlights

*System finances

*Payment computations

*Retirement payments

*Family payments

*Survivor payments

*Work after retirement

*How to file

Additional Information

Designed For

All CPAs

Vendor

ACPEN

Advanced Preparation

None

Prerequisite

None

Field of Study

Advisory Services

Course Number

171415260

Level of Knowledge

Basic

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