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CPA - medium firm
CPA - large firm
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Over 90% of Americans do not maximize their social security benefits, causing them to miss tens of thousands of dollars they are entitled to. Are you one of these people? In this webinar, you will gain the knowledge you need to help you make the right decision regarding receiving social security benefits for you, your loved ones, and even those you no longer love. You will be taught about the program’s history and why many of the myths you have about the program are incorrect, including the program's financial stability.
Learning Objectives:
- Identify what you can do to maximize social security benefits for you, your spouse, and your children
- Recall what role taxes play in your social security benefits and your overall retirement plan
- Recognize and understand the stability of the program and what your benefits might look like when you retire
- Recall how work and pensions affect the social security benefits received by you and your family
Dave Hall
The Prosperity Guy
Managing Partner
dave@theprosperityguy.com
(844) 455-0500
Dave Hall graduated from Southern Utah University in 1994 with his Master’s in Accounting. Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state, and local taxes. He has done this by using little-known tax and investment strategies many other advisors overlook.
As the Prosperity Guy founder, Dave now spends his time educating thousands of professional advisors on how they can get themselves and their clients to the zero percent tax bracket and transform their retirement.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) 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.
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About Our Presenter