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Savvy Social Security Planning: All You Need To Know About Social Security Claiming Strategies

Ratings and Review

4.5

747 Ratings

Excellent

450

Very Good

254

Average

42

Poor

1

Terrible

0

SL

Susan Lapanne, CFE, CPA (US), CGMA

Mar 15th, 2021

Thanks so much for an excellent seminar! Although I don't have or work for a practice, I do end up advising folks about retirement issues, though I keep it as general as possible. This social security information will be very helpful when asked about benefits that folks might be able to expect. I truly appreciate it!

AM

Alwyn Moore, EA

Jun 18th, 2021

Powerful information to help your client and yourself to understand when to collect SSA Benefits. The presentation was wonderfully balanced with his experiences and the statistic that were projected.

ZP

Zihong Pacheco, CPA (US)

Mar 15th, 2021

I put a couple of "Neutral" ratings is just because the knowledge and skill learned in this program does not apply to my job, but it's a good knowledge and skill for a CPA to learn.

GG

Gregory Glass, EA

May 27th, 2021

These are the kind of questions I often struggle with, not yet being old enough to go through the Social Security process myself. This webinar will help me next tax season.

DF

Donna Freund, CPA (US)

May 1st, 2021

This instructor was so knowlegable and effective. Great content and ability to make it simple enough to understand. I enjoyed this class so much.

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Subject Area

Taxes

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