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Trusted by 250,000+ Professionals
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Social
Security is the foundation of many people’s
retirement.
Most Americans depend heavily on their Social Security income
after reaching retirement age. It is one of the most common strategic
decisions affecting the lives of millions. There is little understanding of
the importance of this strategic decision that can have a widespread impact on
the standard of living.
This
CE/CPE course will help you understand how Social Security can fit into a
client’s retirement
plan. By understanding the history, function, and
options available, you can help your clients better prepare for retirement.
When first adopted, Social Security covered about 60 percent of the workforce.
Over the years, it has expanded coverage to include the self-employed, many
state and local government employees, federal workers, and employees of non-profit organizations. Today, approximately 95 percent of all workers are covered by Social
Security. The program was designed to be a self-supporting federal program,
financed with payroll taxes and providing not just retirement income, but a
host of other insurance programs as well.
The speaker of this CE/CPE webinar Steven W Gaito is a nationally known
speaker on Social Security that helps people to get the most out of their
benefits. He is a Certified financial planner that focuses on helping people
optimize their retirement resources.
If you
have ever wanted to better understand how to integrate Social Security planning
into your practice, then this educational CPE tax course will be worth your
time!!
This CE/CPE Tax Course covers the following major topics:
, 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.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
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.
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.
460 Ratings
Excellent
294
Very Good
136
Average
27
Poor
2
Terrible
1
JS
Aug 24th, 2022
The speaker moved at a good pace and presented relevant information in a clear, concise, easy to understand manner. I thoroughly enjoyed the presentation, and I couldn't believe how quickly the time had passed. I would highly recommend this speaker and this offering. Thank you!
PRL
Jun 17th, 2022
This was a very interesting subject. I learned a lot of information it was very education. I was looking for some answers, and with this webinar they were answered. Mr. Gaito is an excellent teacher, and I would love to take many more of his classes.
RT
Aug 24th, 2022
Absolutely loved how the instructor stayed on point, was informative, interesting, and punctual! Great diction as well. I'd attend more webinars with this instructor. Great job!
FR
Jun 17th, 2022
This webinar provided excellent examples for CPA's to use in their practice when discussing social security benefits with their clients.
RS
Nov 29th, 2022
This was the best Social Security overview I've taken. Great summary, good examples. Exactly what I was looking for.
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Taxes
This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
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