×
An agent is not available at this time. Please try again later or call us at 800.431.9025.
Close

Checkpoint Learning

Course Detail

Social Security Retirement: Understanding the Benefits  

CATEGORY: Taxation
COURSE ID: W476T, VERSION 1.00
(224)
Webinar
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.

Add to Cart
/

Accreditation Information

Learning objectives

Course outline

Requirements

Additional Compliance Information