Total Credits: 1 including 1 Specialized Knowledge - Technical
Tags: Dallas Chapter TXCPA Produced
In this course, David Zander, CFP discusses considerations around social security such as the basics on strategizing when to claim benefits, what's to be expected when a spouse passes, and what to look for as reform of the social security system is being discussed. If you are advising clients around their social security benefits or doing any long term planning, this course gives you some key items that you might want to discuss and a serves as a good overview for those that don't focus in this area.
LEARNING OBJECTIVES:
PREREQUISITES: None
5 |
|
4 |
|
3 |
|
2 |
|
1 |
|