Surgent's Social Security and Medicare: Planning for You and Your Clients (SSRB)
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.
Date & Time:
Wednesday, September 16, 2020
6:00am – 2:00pmAdd this event to my calendar
Field of Study:
8 hours CPE credit
Registration for this event has passed.
Applicable if you are a NVCPA member in good standing.
Applicable if you are not a NVCPA member.