Help Your Clients Look Before They Take the Social Security Leap
Total Credits: 1.5 including 1.5 Specialized Knowledge - Technical
- Average Rating:
- 14
- Categories:
- Partner Produced | Personal Development
- Speaker:
- Michael J. Acho, MBA, CFP®
- Course Levels:
- Update
- Duration:
- 1.5 Hours
- License:
- Product Setting: Expires 40 day(s) after program date.
Description
Social Security full retirement age is now north of 66 years. That’s just one of the many things to know before filing for benefits. There are several hundred potential variations of filing strategies for a married couple. Make sure your clients understand important issues like how to file, when to file, how benefits affect the spouse, how benefits are taxed, how filing early impacts benefits, and much more.
Basic Course Information
Learning Objectives *Social Security Update *Learning how to discuss Social Security with your clientsMajor Subjects *SS update *Why CPAs should discuss Social Security with their clients *How CPAs should discuss Social Security with their clients *How CPAs can grow their practice by discussing Social Security with their clients
Course Materials
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| slides Help Your Clients Look Before...the Social Security Leap (0.92 MB) | 29 Pages | Available after Purchase |
Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs & Financial Planners
Original Recording Date 01/10/2018
Yellow Book No
Course Developer MICPA
Date Added to Catalog 09/19/2017
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement
Business Professionals' Network, Inc. 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
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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