Webcast: Social Security Benefits: Advising Clients

When:  Jan 9, 2014 from 09:30 AM to 05:30 PM (MT)

Learn how to advise clients who may be eligible for benefits on the ins and outs of Social Security, such as when to begin distributions and the particulars of survivor and disability benefits. Understand the optimum time to file for Medicate and the effects of filing late. You'll gain expertise on how the earnings test works, how to sell a business to maximize Social Security benefits,  and how to minimize taxation of benefits.

Location

CalCPA Live Online Webcast
1800 Gateway Dr Ste 200
San Mateo, CA 94404-4072