Checkpoint Learning

Course Detail

Social Security Retirement: Understanding the Benefits  

CATEGORY: Taxation
2 CPE Credits
Level: Basic
It is estimated 10,000 baby boomers are retiring each day. This trend is expected to continue for the next 16 years. Most Americans nearing or at retirement age have very little understanding of their Social Security benefits and as a result Social Security planning has now come to the forefront. Social Security planning represents a great opportunity for those practitioners who are seeking year round counseling and financial planning fees. This webinar will discuss how to calculate the Primary Insurance Amount. It will also help you advise your clients on how to improve their benefit including the advantages and disadvantages of early retirement. Finally, it will show you where to access free tools to help.

Instructor: Tim Sundstrom, CPA, CFP
Instructor assignments are fluid and subject to change.

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