09.22.2022 - Social Security
Comments
This was a very comprehensive CE.
Situational Social Security
Presented by Marc Kiner, CPA,

Every client is in a different and unique situation. Clients may be single, married, divorced, surviving spouse, public employees, children, or even able to file a Restricted Application. Attendees will understand the questions and issues that relate to all clients and understand how to ask Probing Social Security questions unlocking additional Social Security benefits for clients. The universal language of babyboomers is Social Security.