The seminar will focus on Situational Social Security. Every client is in a different and unique situation. Clients may be single, married, divorced, surviving spouse, public employees, children, or even able to file a restricted application. Attendees will understand the questions and issues that relate to all clients and understand how to ask the right Social Security questions unlocking additional Social Security benefits for clients. Understanding Social Security will help advisors to connect with baby boomers. The universal language of baby boomers 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.