Surgent's Social Security & Medicare: Planning for You & Your Clients

Surgent's Social Security & Medicare: Planning for You & Your Clients

Surgent's Social Security & Medicare: Planning for You & Your Clients

Overview

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.

8.0 CPE Credits

Registration

Registration is open through 06/13.

Member Price

$279

Nonmember Price

$379

Friday, June 13

8:00am to 4:00pm (Check-In 8:00am)

Add to Calendar

Online

Register Now