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Optimizing Social Security Benefits for Your Clients

 Tue, 11/27/2018 from 1:00 pm to 2:45 pm
 Online
 
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Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
Member Price
$99.00 Regular Registration
Your Price
$129.00 Regular Registration
Designed For:

N/A

Prerequisite:

Basic knowledge of tax compliance and planning concepts

Social Security is the base of everyone's retirement, yet it is the least understood by most clients. Those preparing to retire may not understand the different ways to claim Social Security and, depending on their individual financial situations, the strategies to consider for optimizing their benefit amount. In this webcast, you will learn the ins and outs of the system and optimal claiming strategies. We will provide you with detailed, real-life examples, so you can successfully advise your clients.

Delivery Method: Individual webcast
CPE Credit: Specialized knowledge
Program Level: Intermediate

Related Events

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.