Published: January, 2022
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 about the importance of this strategic decision that can have a widespread impact on the standard of living.
Tax practitioners and CPAs have the ideal position to guide their clients and saving them from long-term hassles. With proper planning, people can take an informed decision for optimizing retirement income. After attending this online CPE webinar, you can efficiently answer common questions like:
Social security income planning is a huge opportunity to help grow your clients and your practice for accounting and tax practices. This online CPE webinar will help you on advising your clients on how to improve their benefits including the advantages and disadvantages of early retirement.
CFA/CPA/CFP/Registered Investment Advisor American Portfolios Financial Services Inc.
Daniel G. Mazzola is an investment advisory representative with American Portfolios Advisors Inc. He is a Chartered Financial Analyst, Certified Public Accountant and Certified Financial Planner. Mr. Mazzola has developed a series of Financial Literacy workshops which are conducted monthly for the patrons of the Freeport Public Library, and is the appointed chairman of the Pro Bono committee of the Financial Planning Association of Long Island.
Providing optimal service and support to the financial service professionals, their staff, and their clients as well as all others who use our services is one of American Portfolios’ core responsibilities. We must strive to meet our customers’ needs with the highest level of quality and dedicate ourselves to setting the standard of service excellence for our industry.