Social Security Income Planning Marketing CE Course for Accountants and Financial Planners

by Frank Horath on June 29, 2015

in News

Tax professionals and financial planners can help guide their clients to make better Social Security income election decisions. There is a strong demand for services in this growing boomer population.  As advisors venture into this topic area, they will need to determine what level of Social Security income planning service they will provide for their clients, or they may opt to outsource certain aspects of these services. If they choose to provide these services in-house, they will want to utilize effective means of marketing and providing the requisite client deliverables.

ClientFirst Financial will be providing a 2-hour course CPE link, Social Security marketing course  and will provide tax and financial professionals with marketing and practice management resources to help them both bring more value to existing clients, and attract new clients, while educating and guiding them through this very important financial planning decision process. The various professionals that provide Social Security income planning services and the scope of those services will also be discussed.  This course qualifies for CPA CPE units and CFP CE units as well.

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