Date: Dec. 11, 2024
Time: 6 a.m. – 1:30 p.m. PT
Though many clients see Social Security as a government benefit, it is a covered worker's investment asset to be managed like any other asset. Examine issues like how Social Security benefits are calculated, identifying benefit-claiming strategies, and what spouses can do now to maximize benefits at retirement. You'll learn how Social Security works and explore common planning situations—including workers with and without spouses, sandwich-generation families with dependent parents and minor children, and surviving and/or divorced spouses—and techniques to maximize your clients' benefits.
1000002665-124820
Closed Captioning Available
CPAs, financial advisers, attorneys, insurance and other professionals.
Taxes
Basic
None
None
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.