Understanding Social Securities Role in Retirement Planning

Webinar Qualifies For

• 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
• 1 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
• 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00924-22-O)
• 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
• 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0860)
• 1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
• 1 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
• 1 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
• 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00924-22-O)
• 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00924-22-O)
• 1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
• 1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-01071-22-O)
• 1 CPD Credit for Trust and Estate Practitioners (TEP)
• 1 CE Credit for Certified Wealth Strategist (CWS)
• 1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
• 1 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
• 1 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
• 1 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
• 1 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
• 1 PL Credit of Retirement Planning for CIPM
• 1 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)

About Instructor

Steve Gaito

, Retirement Resource Management

Steve is an alumnus of Appalachian State University in 1986. He has been a CERTIFIED FINANCIAL PLANNER TM since 2005. In his career he has set up pension plans for non-profits, managed his own RIA, traveled the country to train advisors on optimizing Social Security benefits, educated both advisors and clients on tax implications of retirement plans, been an advocate for Long -Term Care planning, and most recently focused on his company Retirement Resource Management with a goal of helping people get the most out of the assets they have for retirement. 

Steve has been quoted in several national publications like US News and World reports, Fox Business News and Money Magazine. Steve is also featured on WHHI TV regularly as a guest. He helps educate people on 4 area of retirement planning (Social Security, Taxes, Income and Long Term Care.) 

Steve loves to teach and help others avoid the traps that frequently impact retirees.

Additional Information

IRS APPROVED

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

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

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.

CTEC APPROVED

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

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.