Webcast: Social Security 201: Mastering the Client Mysteries

WB3453  |  Partner Virtual Events  |  Basic  |  Scheduled

Description

Are you overlooking the equivalent of $700,000 in your clients’ portfolios? In this session you will unlock Social Security’s top ten mysteries in an entertaining, humorous, and informative way.  You will have knowledgeable, professional answers to client questions about Social Security.  Profit from tips and materials to instantly increase client service, deepen client relationships, and build your practice using Social Security expertise.  Learn how Social Security works for real people like your clients.  Discover how Social Security payments are computed, what’s in it for working and non-working spouses (and even former spouses), when and how to apply, and what happens with work after retirement.  Learn how to get quick, online payment estimates for any client’s future scenario.  See the bottom line on career changes like early retirement or switching to part-time and hear a few good Social Security jokes.

Credits

Number of Credits Type of Credits
1 Management

Prerequisites

None

Highlights

*System finances

*Payment computations

*Retirement payments

*Family payments

*Survivor payments

*Work after retirement

*How to file

Objectives

*Have knowledgeable, professional answers to client questions about Social Security.

*Profit from tips and materials to instantly increase client service, deepen client relationships, and build your practice using Social Security expertise.

*Learn how Social Security works for real people like your clients.

*Discover how Social Security payments are computed, what’s in it for working and non-working spouses (and even former spouses), when and how to apply, and what happens with work after retirement.

*Learn how to get quick, online payment estimates for any client’s future scenario. See the bottom line on career changes like early retirement or switching to part-time.

*Hear a few good Social Security jokes.

Preparation

None

Notes

This webcast is provided by ACPEN. After registering for the course, you will receive an email from ACPEN with instructions for logging in to the webcast and obtaining your eMaterials.

Prices

Member (Early Bird)
$39.00
Non-Member (Early Bird)
$59.00
Member
$39.00
Non-Member
$59.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com