Social Security can be far more complicated than people realize. Decisions made now can have a tremendous impact on the total amount of benefits received over their lifetime. Join NCACPA’s Financial Planning Networking Group and Paula McMillan, CPA, CFP®, PFS, CEPA, CDFA®, CGMA on Tuesday, April, 22 from 12:00 – 1:00 pm ET via Zoom for a non-CPE event to learn rules and strategies for claiming and coordinating Social Security benefits (retirement, spousal, and survivor).
The Zoom access link will be provided in the confirmation email. *This is a non-CPE event
To register: Please sign up online or contact Experience Support at [email protected] or 800-469-1352 using event code SN001924.
Questions? Please contact NCACPA Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.
Event Speaker:
Paula McMillan, CPA, CFP®, PFS, CEPA, CDFA®, CGMA