Continuing Education Workshop for CPA Professionals – Social Security: What a CPA Needs to Know About Optimizing Strategies for Clients

Please note that all events are on hold indefinitely to help ensure the health and safety of our clients and guests.

Event Details

As a trusted advisor, the CPA is in a unique position to assist his or her clients with Social Security and other retirement benefits due to their unique and intimate understanding of their client’s personal financial planning concerns, including taxation.

Join us in taking a “deep dive” to learn about the recent changes to Social Security, how to properly guide and aid clients in maximizing their Social Security benefits, and how to help clients avoid making unwise decisions.

Covering such topics as:

  • How Social Security benefits are calculated and taxed
  • Strategies to maximize Social Security benefits
  • Ways to help reduce the client’s tax bill
  • Commons mistakes to help client’s avoid

Licensed CPA – 1 CPE Credit Hour

Hosted by:
Andrew Rafal, Bayntree Wealth Advisors
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors

Venue

Seasons 52
2502 E. Camelback Rd., Phoenix, AZ 85016

Date

Wednesday - January 24th, 2018

Time

11:30 a.m. to 1:00 p.m.

Map

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