Webcast and Seminar Acronym: SOCT
Title: Social Security - Key Tips And Claiming Strategies
Recommended
CPE Hours: 2 CPE Credit Hours.
Highlights:
Come join Larry Stein as he discusses Social Security retirement benefits. Larry will focus on Social Security claiming strategies. Resources for analyzing Social Security decision-making will also be emphasized. Don't miss out on this high-yield 2-hour CPE Event.
Learning Objectives:
Upon the successful completion of this CPE Event, the participants will be able to:
1. Explain the factors for claiming Social Security retirement early at age 62 vs. at Full Retirement Age (FRA).
2. Explain the impact of delayed retirement credits on Social Security Retirement Benefits.
3. Explain the factors as to when to collect (take) Social Security Retirement Benefits.
4. Explain selected resources available to analyze Social Security Retirement Benefits.
Major Topics:
- Collecting Social Security - Selected Thoughts.
- Social Security - Breakeven Points.
- Social Security - Taking Benefits Early Vs. Waiting.
- When To Collect Social Security - Resources.
- How Social Security Benefits Are Computed - CRS Reports - Key Components.
- Taking Early - The Pitfalls.
- Delayed Retirement Credits.
- Other Strategies.
Designed For: CPAs with at least six (6) years of experience. You must have a basic knowledge of Social Security.
NASBA Fields Of Study: Management Advisory Services.
Level: Intermediate.
Presentation Method: Live Lecture With Questions And Answers.
Recommended CPE Credit Hours: 2 CPE credit hours.
Advanced Preparation: Basic knowledge of Social Security.
Prerequisites: Basic knowledge of Social Security.
NOTE: If you have any questions, please email Larry Stein at taxman532@hotmail.com.
Texas Registration: 009838
“I have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of my CPE program.”
Larry Stein Continuing Education LLC
ID# 109111
Lawrence J Stein
9620 NW 82nd Street
Tamarac, FL 33321
Phone: 954.721.5588
Group Internet-Based
Group Live Based
Larry Stein Continuing Education LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.learningmarket.org
