2018 Social Security

Date

May 18, 2018

8:00 am - 4:00 pm 

Seminar Rates

Members:

$250 EARLY- by 5/4/18

$300 LATE

Non Members:

$300 EARLY- by 5/4/18

$350 LATE

Location:

Radisson Hotel Green Bay

2040 Airport Drive
Green Bay, WI 54313

Rates $89  800-333-3333

Rooms must be reserved by 4/26/2018

Please ask for rooms reserved for WI Association of Accountants

CPE - 8 Credits Taxation

 Click Here To Register 

2018 Social Security by TaxSpeaker

Over five years ago Bob Jennings CPA wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class as a live course with Bob in 2013, and then also with Ron Roberson in 2016. The response from class participants has been incredible, and after presentations at the AICPA High Income Tax Conference, as well as at several national conventions, this course has become one of our most popular non-tax topics. In the class (and the accompanying 200-page manual) we discuss qualifying for benefits; benefits for divorcees, widows and widowers; dependent children; disabled children; planning to maximize benefits, and special issues such as windfall elimination and government pension offsets. We even show you how the benefit is calculated; how to sign up; and how to add Social Security consulting to your office. This course also includes a short review of Medicare.

The Social Security Administration tells us that 10,000 Americans will turn 65 today, tomorrow and every single day for the next 14 years. This is the single biggest demographic change in the history of our country, with the single biggest need for advice. As Americans approach retirement age, they do not know where to turn for unbiased advice. In this incredible course, we provide you with the knowledge, the software and the guides to offer this new phenomenally in-demand advice to your clients. Updated for the latest changes, the 2016 complete Social Security course has new chapters on adding a Social Security consulting practice (with marketing and engagement letters as well as software guides) and planning situations. We recommend this class to all professionals of all ages because of the long-term planning possibilities.

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