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    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 19, 2015

    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

    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 July 11, 2014

    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 July 11, 2014

    Planning for Social Security Presentation from Forefield Advisor

    Presentation 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 October 14, 2013

    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 October 07, 2014

    Retirement Planning

    Overview Learn about the retirement planning services you can offer to provide peace of mind for your clients.  Help your clients evaluate and select strategies that are the best fit.
    Published on April 22, 2015

    Moving from Tax Planning to Integrated Financial Planning The Practical Side of Retirement Planning

    Presentation In this webcast, a panel of practitioners will discuss the retirement three legged stool; Social Security, pension and after tax savings, including what the Affordable Care Act means for clients
    Published on November 03, 2014

    Retirement Planning and Issues Related to Aging

    Webcast In this webcast, a panel of CPA/PFS credential holders examine a number of retirement planning issues and strategies as well as considerations for aging clients.
    Published on April 24, 2015

    Triage Racing to Keep Up With the DOMA Decision

    Article This article will provide planners with a basic background of DOMA planning issues, practice tips to assess the situation, and a list of resources that that will be beneficial to their practice.
    Published on September 16, 2013

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