Social Security Income: Indispensable Information for Financial Professionals

by Martha Shedden on May 28, 2015

in Announcements

ClientFirst affiliates with CPE Link, provider of CPE and CE units, to provide Social Security education to accountants and financial professionals.  Instructors Frank Horath and Martha Shedden will be presenting the 2 hour live webinar, Social Security Income: Indispensable Information for Financial Professionals, on Thursday, October 8, 2015 or it can be accessed as a self-study course at any time. 
The course covers the basics of the Social Security program starting with a brief history of Social Security as well as how the program has changed and what future adjustments may be needed for the trust fund to remain solvent.  Terminology, acronyms and concepts needed to understand how to optimize the claiming of Social Security benefits will be discussed and required client “vital” information for calculating Social Security benefits will be presented.  The most commonly used rules and strategies will be explained and used in case study examples of single, married, divorced and widowed clients. The case studies will be presented in ways that show a ‘best’ vs. ‘worst’ claiming decisions based on total cumulative lifetime Social Security income.  The need to incorporate Social Security income planning in the context of a complete retirement financial plan is critical to retirees.

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