Gain a firm understanding of Social Security retirement benefits and when it makes sense to delay so you can properly advise your clients.
Social Security has been in the news recently as we are only 11 years away from the year that the Trustees of the Social Security Trust Fund have predicted the system will run out of money and only be able to pay 80% of projected benefits. Your clients are going to be asking more and more questions about Social Security.
This presentation will cover the history of Social Security; how to apply for benefits; a discussion of the optimal time to begin benefits, and a couple of case studies of optimal choices; survivor Social Security benefits; disability Social Security benefits; and other Social Security nuance like the WEP, GPO, and divorce. After the presentation, you will have the materials and knowledge to guide your clients in making informed Social Security benefit decisions.
Agenda
Faculty
Theodore J. Sarenski, CPA, CFP®, PFS, AEP
SageView Advisory Group
- Wealth manager at Sage View Advisory
- Personal financial planning and investment advice for the millionaire next door
- Has spoken at conferences of the AICPA, FPA, and private groups
- Interviewed on radio stations across the nation on financial planning topics and interviewed and quoted in many national financial-related publications
- Authored the CPAs Guide to Social Security for the AICPA PFP division and updates the publication annually
- Received the AICPA PFP division’s Distinguished Service award in 2013 and the AICPA Sidney Kess award for Excellence in Continuing Education
- Member of the AICPA and the FPA
- Can be contacted at [email protected] or 315-439-7059
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