Advisor Training Webinars - Earn CE Credits

Help Your Clients Choose the Right Time to File for Social Security

This 50-minute webinar includes the following topics:

  • The most important factors to consider before your client files
  • When filing early can be the best strategy
  • Optimization of spousal and survivor benefits
  • Social Security taxation and the danger zone to avoid
  • Social Security issues related to divorce and disability
  • Case studies and planning strategies

Professional Continuing Education Sponsorships

National Registry of CPE Sponsors QAS

Bonus for attending

Receive your free 2022 Social Security Advisor Desktop Reference Guide.

Sign Up Now Below – CPAs & CFPs Earn 1.0 CE Credit

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