Social Security
Article:
Share this simple article about social security, written by Ted Sarenski, CPA/PFS and chair of the AICPA PFP Eldercare Taskforce, with your clients or use it as a starting point for media opportunities
Published on May 07, 2010
Social Security How Secure How to Advise Your Clients
Webcast:
With the largest drop in stock market values since the Great Depression affecting your clients’ retirement plans, your clients will be looking to Social Security to fill the gap. Do you know how to advise them
Published on June 03, 2011
Social Security Planning
Guide:
Are you aware of the planning needs associated with Social Security? Learn more about how the Social Security program affects the decisions that clients need to make
Published on February 01, 2013
Dealing with the Inevitable Social Security & Medicare
Webcast:
Join us for a discussion on a topic that every CPA and their clients will face: dealing with Social Security and Medicare
Published on June 06, 2012
Transition to Retirement Social Security Decisions
Webcast:
In this web seminar, Ted Sarenski leads practitioners through a discussion on social security decisions for clients making the transition to retirement
Published on August 24, 2012
Transition to Retirement Social Security Decisions
Audio:
In this web seminar, Ted Sarenski leads practitioners through a discussion on social security decisions for clients making the transition to retirement
Published on August 24, 2012
Transition to Retirement Social Security Decisions
Presentation:
In this web seminar, Ted Sarenski leads practitioners through a discussion on social security decisions for clients making the transition to retirement
Published on August 24, 2012
The CPAs Guide to Social Security Planning (Excerpt)
Overview:
Enjoy an excerpt from The CPA's Guide to Social Security Planning. The full version is available to PFP Section members, inclusive of PFS credential holders and PCPS firm members
Published on February 04, 2013
The CPAs Guide to Social Security Planning
Guide:
A practical guide for CPAs as they help their clients make decisions about Social Security. You will find plainly stated information, with references to Social Security Administration publications for more details
Published on February 04, 2013
Planning for Social Security Presentation from Forefield Advisor
Article:
A sample presentation from Forefield Advisor, a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
Published on January 29, 2010
Flash Client Alert Provides a General Understanding of Social Security Retirement Benefits and Options
Tools:
Forefield has created a new Flash Client Alert that answers a few key questions about Social Security
Published on October 01, 2010
Elder Planning
Video:
Do you have older clients with concerns about Social Security, financing health care, outliving their money, financial well-being, estate planning, and maintaining their independent lifestyle? learn more about the issues confronting your older clients
Published on January 15, 2013
Government Benefits
Overview:
This section contains valuable information about government benefits. Topics covered here include: Social Security, Medicaid, military benefits, and unemployment compensation among others
Published on April 30, 2010
Planning for Retirement
Overview:
Access information and resources related to planning for retirement. Topics covered include saving for retirement and social security benefits
Published on May 07, 2010
Unique Issues with Out-of-Country Retirement Web Seminar
Webcast:
...Aging Society. In this web seminar, you will learn about the issues with moving across the border, including immigration, Canadian exit tax, Canadian income tax, estate planning, qualifying for social security and Medicare, and the tax treaty to
Published on May 28, 2010