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Sessions | Instructor | Event Registration |

Event Information

LA San Fernando Valley Evening DG: Savvy Social Security Planning for CPAs | G3011219
Date: December 3, 2019
Event Start time: 7:00 PM   End time: 9:00 PM
Location: San Fernando Valley

Facility: Hampton Inn & Suites - Sherman oaks
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Member:       $25
Nonmember: $65

CPE Credits:

2.00 CPE: Continuing Professional Education Technical

Join the San Fernando Valley evening discussion group and hear speakers Kurt Macmillan, CPA & Tori Samuel of Waddell & Reed discuss Savvy Social Security Planning and what CPAs, attorneys, and other professionals need to know about Social Security claiming strategies. Baby boomers have questions and they want to know if Social Security will be there for them. When should they apply for Social Security? Should they take early benefits even though it means their checks will be smaller? How can they be sure delaying benefits is the best move? And what about spousal and survivor benefits? We're going to shed some light on these issues today.
Participants will:
  • Recognize the impact of different claiming strategies over the course of a client's life.
  • Identify factors clients need to consider when deciding when to apply for benefits.
  • Determine how to coordinate Social Security with other sources of retirement income.

Major Subjects:
Social Security

Level of Difficulty:

Field of Interest:
Specialized Knowledge

Some knowledge of Social Security preferred

Designed For:
CPAs and professional staff

Advanced Prep:

Event Notes:
Registration opens at 6:30 pm.
Fees: $25/member, $65/nonmember.
Add $5 for same day and at door registration.
Hampton Inn & Suites
5638 Sepulveda Blvd., Sherman Oaks, Ca 91411