TaxSpeaker

Social Security & Medicare

Live Seminar

Credit Hours: 8

By: Ron Roberson CPA

    Registration for state sponsored events such as this one are handled by the individual states and not through our site. Contact information for registration is:

    Phone: 701-255-6502
    Website: http://www.ndsacct.com

    Event Description:

    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, this 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.

    Sponsor Details

    State Sponsor: North Dakota Society of Accountants

    Phone: 701-255-6502

    Email: info@ndsacct.com

    Sponsor Details

    Sponsor: North Dakota Society of Accountants

    Attendee Requirements

    Call society/sponsor for location and hotel information as needed.

    All policies and registration and fees are established by society/sponsor.

    Dress warmly in layers as the room may be cool.

    Event Details
    Seating:
    LIMITED
    Cost:
    $0.00
    Hours:
    8
    Event Dates and Times

    TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

    Date:   July 25, 2017
    Time:   8:00 AM    Add to Outlook
     
    Event Location
    Venue:
    DOUBLETREE BY HILTON HOTEL AND SUITES
    Address: 825 East Beaton Drive West Fargo, ND 58078
    Contact Information
    Speaker Bio(s)
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    Ron Roberson CPA

    Ron Roberson is a well-known tax lecturer who has more than 20 years of experience teaching throughout the United States. Ron annually speaks to thousands of tax professionals about the latest business and personal tax law developments, using his sense of humor and friendly speaking style to keep...

    Contact:
    Jerry Spaedy
    Email:
    info@ndsacct.com
    Phone:
    701-255-6502
    Testimonials

    Testimonial

    Event Objective
    Upon completion of this course, you will be able to-Explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information; Guide clients through the process of applying for Social Security benefits; Explain to client when they will qualify for survivors’ benefits; Explain the disability protections to clients as well as when they are eligible for benefits and how their benefit amount is determined; Inform clients about the various health insurance benefits for which they are eligible under Medicare; Walk clients through various scenarios of how adjusting their earnings will affect their benefits; Provide planning advice on when client should begin to withdraw their benefits; Provide married couples with strategies to receive the maximum benefit.

    Field of Study
    Taxes

    Prerequisites
    None

    Event Level
    Basic

    NASBA Category
    Taxes