The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate-planning objectives. This course provides tax and financial-planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement-planning issues.
Required Knowledge: Basic knowledge of retirement planning
Advanced Preparation: None
Who Should Attend: Practitioners who have clients contemplating receipt of Social Security