Social Security Income Claiming Advanced Course for Accountants and Financial Professionals

by Frank Horath on June 5, 2015

in Announcements

Martha Shedden of ClientFirst Financial will be teaching this Social Security Income Claiming Advanced Course in collaboration with on-line CPE unit provider CPE Link on Wednesday, July 15, 2015.  The course will first be held as a live webcast then shortly thereafter will be available in the on-demand/self study version.

For Baby Boomers, the effect of an educated, well-timed Social Security income election decision can lead to an increase in retirement standard of living and longevity of portfolios. Often the claiming rules and strategies can be quite complex for certain cases.  Clients may have special situations such as, working while collecting Social Security, a pension from non-covered employment (e.g. government employees), or caring for a disabled child, that make the Social Security decision more complicated.  Recent developments in software technology are useful for accountants and financial advisors to help there clients make better decisions when these special situations arise.

This 2-hour course will provide you with detailed knowledge about the Advanced Social Security topics that are not so frequently encountered, but must be understood to provide accurate, in-depth advice when offering Social Security and retirement income planning services to a broad base of clients.

Tax and Financial Professionals** wanting to broaden their knowledge of Social Security to a higher level in order to offer this service to a broader base of clients who may have special situations and need help with this election decision. Tax and Financial Professionals** who want to gain broaden their knowledge on this topic, but who may want to outsource more complicated cases to a qualified professional.

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