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Strategies in Social Security – Techniques and Tips to Optimize Your Distribution

Date

May 15, 10:00 AM ET

Drew Stevens

Learning Objectives

To identify how to increase social security and pension income.
To analyze how to reduce market risk and still have good returns on your retirement savings.
To discuss how to create a retirement income plan to ensure you never run out of money.
To identify the right technology to make your retirement easier to manage.
To explain how to protect your wealth from poor health.

Course Description

Why isn’t anyone talking about how to convert my retirement accounts into retirement income?

Social Security planning is now a vital element in securing income sufficiency in retirement and there are strategies to maximize your benefits.

If the thought of retirement seems more intimidating than exciting, you’re not alone! By breaking the retirement planning process into smaller, more manageable pieces, you can take the steps towards protecting and maximizing your hard-earned money.

The following things should be taken into consideration-

Before and during retirement, it is important to develop and adhere to a sound financial strategy that helps you weather the market fluctuates.
A couple will spend an estimated $245,000 on healthcare throughout retirement.
Inflation can lower the value of your savings from year to year.
Nearly 60% of retirees don’t budget for entertainment and activities.

Join this CPE Finance Webinar, it will explain how to plan for retirement and make it easier to manage.

When it comes to retirement income, growth, and inheritance planning, you may not be able to predict the future, but you can educate yourself and prepare for it!

Spouses are encouraged to attend!

Webinar Qualifies For

1.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1.5 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1.5 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
1.5 PL Credit of Finance for Chartered Financial Analyst (CFA)
1.5 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
1.5 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
1.5 CPD Credit for Trust and Estate Practitioners (TEP)
1.5 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1.5 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
1.5 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1.5 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
1.5 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
1.5 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
1.5 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1.5 PL Credit of Finance for CIPM
1.5 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1.5 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
1.5 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)

About Instructor

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.

Additional Information

Duration

1.5 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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: www.NASBARegistry.org.

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Strategies in Social Security – Techniques and Tips to Optimize Your Distribution

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1.5 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.6

Kelly Gray, Others

Arlon Warner, EA

Neeland Enniss, CPA (US)

Shyam Mehrotra, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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