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Wednesday, November 8, 2023 In-person / Live Webcast

Maximizing Your Social Security Benefits (E2311642)

1:00 PM - 4:30 PM EST

Registration: 12:30 PM EST

NJCPA Learning Center

105 Eisenhower Parkway, Suite 300
Roseland , NJ 07068

4.0 CPE Credits in TX


This course provides tax and financial planning professionals with background information on the Social Security system, strategies clients will need in dealing with Social Security and the myriad related retirement-related planning issues.


Practitioners who have clients contemplating receipt of Social Security


  • Identify who is entitled to retirement benefits and in what amounts
  • Learn the factors one must consider in determining when to take benefits
  • Discuss the taxation of Social Security benefits and how this impacts other income tax planning
  • Identify and describe the potential effects of retirement and estate planning strategies


The leading edge of the Baby Boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course will cover the following topics:
  • Retirement benefits: What the amount of benefits is in various circumstances
  • Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?
  • Claiming Social Security: Advantages and disadvantages at age 62, full retirement age and age 70
  • Planning: What clients approaching retirement age should consider now with respect to benefits for themselves, their spouses and their children
  • Coordinating benefits: Should your clients take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?




Basic knowledge of retirement planning




John Kilroy

John Kilroy, CPA, CFP

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal,, and He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.


In-Person Registration

    $189.00 - Member

    $264.00 - Nonmember

Virtual Registration

    $189.00 - Member

    $264.00 - Nonmember

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Note: Online pre-registration will close on November 8 at 12:30 PM.

Registrations will be accepted at the door.


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