In this meeting, hear how your clients can mazimize their Social Security income under the new rules. Then, explore some tax-smart retirement planning ideas.
BENEFITS
Earn 4 CPE credits in Tax.
HIGHLIGHTS
Social Security Planning
Ash Ahluwalia, MBA, NSSA, CSSCS, CFP - National Social Security Partners, LLC
- How the wealthy can make the most of Social Security
- Social Security planning under the new rules
- Leaving Money on the Table
- Social Security: it's a women's issue
Retirement Planning
Speaker courtesy of SEI
- Distribution-focused strategies
- Tax-mart investing
- Planning can help take the pain out of taxes
- Seven year-end tax planning ideas
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Early birds save $10 - late fee applied after 1/1. Season Pass holders must register for each event.