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SMARTER SOCIAL SECURITY

4.7 (963)

Daniel Mazzola

American Portfolios Financial Services Inc.

Thursday, October 17, 2019 | 11:30 AM EDT

  • CPA
  • EA

1 Credit

FREE

Subject Area

Taxes

Upcoming Webinars

Course Description

An AARP survey determined that only half of its respondents who were either married or who had ever been married were aware that Social Security spousal benefits were available. This presentation will provide a broad overview of the Social Security program as it pertains to retirees and their beneficiaries while emphasizing spousal and survivor benefits. These auxiliary benefits will be examined and attendees will learn how to optimize payouts using a simple strategy.

Learning Objectives

  • Fundamentals of Social Security retirement program
  • Eligibility for spousal, divorced spousal and survivor benefits
  • Strategies to optimize benefits for various situations and at various ages

Who Should Attend?

  • Accountant
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • QB Pro Advisor
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 963
    [average] => 4.6646
)
 

4.7

(963)
72%
25%
3%
0%
1%

CM

I had some misunderstandings and slight confusion on the Social Security system. This webinar was a great overview of the program and highlighted some of the major notions. This session provided me with valuable information which will be useful for both me and my clients.

CH

good

AB

This is a great course!

KA

I enjoyed the webinar and the break even Calculation was very helpful.

WZ

Thank you!

MP

Overall the instructor was great. He had informative slides and provided us with real life examples of fraud cases.