ClientFirst announces expanded affiliate partnership with CPE link for Social Security income planning for Accountant CPE units

by Frank Horath on May 19, 2015

in Announcements

ClientFirst Financial is pleased to announce its expanded affiliate partnership with CPE link, on-line provider of continuing education units for Certified Public accountants, accounting & bookkeeping professionals and Certified Financial Planners.  ClientFirst is providing a turnkey set of courses on Social Security income planning to CPE link.  These courses will educate course attendees on Social Security income claiming concepts as well as how this important decision fits into the bigger picture retirement income plan.  A marketing course for tax professionals as well as the important topic of Women & Social Security will also be included in the suite of courses.  The course are initially offered as a live webcast, then recorded and repurposed as an on-demand self-study course.  Social Security income planning is a very relevant topic give the vast number of early & pre-retirees that are seeking advice on this topic.   The Live webcast dates are as follows:  Advanced Social Security Topics, July 15; Social Security and Bridging to Retirement Planning, “You’ve Only Just Begun” , July 16; Marketing Social Security Income Services in Your Practice, July 17; Social Security, What Women, and Their Tax & Financial Advisors, Ought to Know, August 12; Social Security Income: Indispensable Information for Financial Professionals, October 8.  Accountants can attain the CPE units, and Certified Financial planners meet their CPE and CE units via these course.  For more course details and registration information go to

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