This webinar will focus on Situational Social Security. Every client is in a unique situation. Clients may be single, married, divorced, surviving spouse, public employees, children, or even able to file a restricted application. Webinar attendees will discover the questions and issues that relate to all clients and learn how to ask the right Social Security questions to unlock additional Social Security benefits for clients. Understanding Social Security will especially help advisors to connect with baby boomers whose universal language is Social Security.

• CPAs
• Practicing accountants

• Understand Social Security claiming strategies.
• Understand Situational Social Security and asking the right questions to uncover additional client benefits.
• Understand how benefits are calculated.
• Understand how to coordinate spousal benefits.
• Understand the Annual Earnings Test.