Description
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). Discussion will include:
- How Social Security benefits are calculated
- Factors you need to consider when deciding when to apply for benefits
- Illustrations of lifetime income streams based on claiming ages and breakeven analyses
- Innovative spousal claiming strategies designed to provide extra income
- How widows and widowers can coordinate survivor benefits with their own retirement benefit to maximize income
- Ways to minimize taxes on Social Security benefits
- How to coordinate Social Security with other sources of retirement income
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
Details
About the Speaker:Paula McMillan, CPA, CFP®, PFS, CEPA, CDFA®, CGMA
Wealth Advisor | Author | Presenter
Paula McMillan, CFP®, CPA/PFS, CGMA strives to help people maximize their finances and live their best lives as a wealth advisor with a specific focus on retirement, taxes, and estate planning.
Featured in Wall Street Journal, CNBC, US News & World Report, Kiplinger’s, AICPA, Tax Adviser, Journal of Accountancy, The Business Journal, How Stuff Works, NCACPA Interim Report, etc.
TEDx Presenter: Retirement Longevity and Security
Two National AICPA Podcast Series: Retirement Readiness, Women & Wealth
Professional involvement includes:
AICPA Advanced Personal Financial Planning Conference Investment Committee Lead
AICPA Personal Financial Specialist (PFS) Credential Committee Member
Greensboro Estate Planning Council Board Member
Society of Financial Service Professionals (SFSP) Board Member
Society of Financial Service Professionals (SFSP) Foundation Board Chair
NCACPA Women’s Networking Group Co-Chair
Plenteous Financial Forum Chair and Founder
Credit Types
Registration Fees
| Registration | Type | Price |
|---|---|---|
| NCACPA Member Registration (SN001924) | Members | $0.00 |
| NCACPA Member Registration (SN001924) | Non Members | $5.00 |
| Non-Member Registration (SN001924) | Members | $0.00 |
| Non-Member Registration (SN001924) | Non Members | $5.00 |
The North Carolina Association of Certified Public Accountants 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.