Checkpoint Learning

Course Detail

Social Security Retirement: Planning for Retirement  

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 helps understand the Windfall Elimination Provision. It will also help you offer practical advice to your clients about their benefits as part of their overall retirement plan.

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

Registration for this event has ended. Please either [search] for an open course or event or contact a salesperson at 844.245.5970 for more information or other options.

Accreditation Information

Learning objectives

Course outline