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Surgent's Social Security: Dispelling Common Myths with Essential Truths

 Various
 
2.0
Registration is Open
Member Price
$119.00 Regular Registration
Your Price
$125.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Thu, 06/05/2025 from 1:00 pm to 3:00 pm
 Wed, 06/25/2025 from 12:00 pm to 1:40 pm
Please Login to Register
 Fri, 09/26/2025 from 9:00 am to 11:00 am
 Thu, 10/23/2025 from 2:00 pm to 4:00 pm
 Tue, 11/04/2025 from 2:00 pm to 4:00 pm
 Tue, 12/16/2025 from 11:00 am to 1:00 pm
 Tue, 01/20/2026 from 2:00 pm to 4:00 pm
 Tue, 02/10/2026 from 2:00 pm to 4:00 pm
 Thu, 03/19/2026 from 11:00 am to 1:00 pm
 Mon, 04/20/2026 from 2:00 pm to 4:00 pm
 Currently available
Designed For:

Accounting and finance practitioners seeking the latest Social Security guidance for themselves and their clients

Prerequisite:

None

For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these coveted monthly benefits. This course dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients navigate their claiming age decisions with greater confidence, equipped with the essential truths they should consider before pushing the Social Security "on" button.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Advise clients on the latest applicable Social Security strategies
  • Implement effective Social Security strategies for practitioners’ own needs

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.