Thursday, October 26, 2017, 8:00 AM - 10:00 AM ET

Date:  Thursday, October 26, 2017

Topic: Savvy Social Security Planning:  What Professionals Need to Know to Maximize Retirement Income

Speaker:   Eleanor Galt-Lin, CFP

Location:  M&T Bank Building, 120 White Plains Road, 3rd Floor, Tarrytown, NY  10591

Cost:  $20.00 Members and Non-Members (breakfast included)

Learning Objective: The Social Security system is overwhelming and ther are plenty of new rules.  Learn about the various Social Security benefits and how to create collection strategies that will help your clients maximize their lifetime income.  Learn how to coordinate benefits with a spouse and about the lessor known benefits for widows.  Learn when it makes sense to delay benefits--and when it does not.

Program Pre-requisite: None
Program Level: Intermediate
Advanced Preparation: None
Type of Delivery: Group Live Seminar

This program is sponsored by the WESTCHESTER/ROCKLAND CHAPTER NATIONAL CONFERENCE OF CPA PRACTITIONERS INC.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
New York State License Number: 000124
New Jersey License Number: 20CE00237100

For a complete copy of NCCPAP education program policies including refund policy and complaint resolution policy, contact Pat Sornberger at 516-333-8282 or e-mail psornberger@nccpap.org    


M&T Bank Building
120 White Plains Road, 3rd Floor
Tarrytown, NY 10591