TaxSpeaker

Social Security

Live Seminar

Credit Hours: 8

By: Bob Jennings CPA, EA, CFP®

    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: 608-325-5250
    Website: http://www.waainc.org

    Event Description:

    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.

    Sponsor Details

    State Sponsor: Wisconsin Association of Accountants

    Phone: 608-325-5250

    Email:  [email protected]

    Sponsor Details

    Sponsor: Wisconsin Association of Accountants

    The public, business and government rely heavily upon the accounting profession for complete and accurate presentation of financial information. The accountant has long played a major role in all phases of our economy. Playing an equally key role is the Wisconsin Association of Accountants which has served independent accountants in private practice, providing a forum for business and social intermingling since 1955. The membership, which includes accountants from Wisconsin, Illinois, and Michigan, is dedicated to the highest standards of professional excellence.

    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:   May 18, 2018
    Time:   8:00 AM    Add to Outlook
     
    Event Location
    Venue:
    Radisson Hotel
    Address: 2040 Airport Dr Green Bay, WI 54313
    Contact Information
    Speaker Bio(s)
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    Bob Jennings CPA, EA, CFP®

    Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional ar...

    Contact:
    JoLynn McIntosh
    Email:
    [email protected]
    Phone:
    (608) 325-5250
    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
    Specialized Knowledge

    Prerequisites
    None

    Event Level
    Basic

    NASBA Category
    Specialized Knowledge