WHY ATTEND THIS COURSE?
This program will prepare accountants for client questions regarding Social Security, including advanced planning strategies. A 35-year veteran of the Social Security Administration will teach participants how to help their clients develop a plan to maximize Social Security benefits. This program not only increases an accountant’s value to baby boomer clients, but it instills confidence that the accountant can be proactive in helping clients make these very important decisions.
CPAs in public practice or industry who advise clients and employees about retirement.
Participants will be able to:
COURSE ACRONYM: SSB
PRESENTATION METHOD: Group-live
LEVEL OF KNOWLEDGE: Basic
ADVANCE PREPARATION: None
FIELD OF STUDY: Specialized Knowledge and Applications/Social Security Benefits
RECOMMENDED CPE CREDIT: 8 hours
SmartPros®, A Kaplan Company and Loscalzo Institute, A Kaplan Company are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.