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:
Licensed CPA – 1 CPE Credit Hour
Andrew Rafal, Bayntree Wealth Advisors
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors
2502 E. Camelback Rd., Phoenix, AZ 85016
Wednesday - January 24th, 2018
11:30 a.m. to 1:00 p.m.