Live Virtual Workshop
Savvy Social Security Planning
for Professionals
Recorded
July 15, 2021
Social Security can be far more complicated than people realize. The decisions your clients make now can have a tremendous impact on the total amount of benefits they receive over their lifetime.
This one-hour workshop will acquaint CPAs and attorneys with rules and strategies for claiming Social Security benefits. An emphasis will be placed on coordinating the various types of benefits (retirement, spousal, and survivor) in order to maximize benefits over a client’s lifetime.
After completing this course, you will know:
How Social Security benefits are calculated
Factors clients need to consider when deciding to apply for benefits
Illustrations on lifetime income streams based on claiming ages and breakeven analyses
Innovative spousal claiming strategies designed to give clients extra income
How widows and widowers can coordinate survivor benefits with their own retirement benefit to maximize income
Ways to minimize taxes on Social Security benefits
How to coordinate Social Security with other sources of retirement income
Who should attend?
- CPAs
- Attorneys
- Other Professionals
Advanced Preparation:
None necessary, although a basic understanding of the Social Security program is helpful.
Program Level: Basic
Recorded Event: This event will be recorded for registrants to watch at their convenience.
Register Now To Watch Replay
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About Your Host
Randy Luebke
President, Lifetime Paradigm, Inc.
Financial Consultant, Fiduciary Advisor, Coach
Investment Advisor Representative RFC, RMA, CWPP, CMP
Award-Winning Author of The Business Owner’s Guide to Financial Freedom
“I have been doing this for over 30 years, and what I’ve found is that my best clients have one thing in common. That is, every single day they struggle because they want more. Not because they are greedy. They just want more time and more money, to do more of the things they really enjoy. They want to spend more time with the people they love and give more money to the causes they care about most. They struggle because they want less stress and more fulfillment in their busy lives and, frankly, who doesn’t?
Essentially, I’m no different. I’ve been an independent entrepreneur for most of my adult life and, over the years, I’ve been fortunate to have learned a lot through both my personal experiences and my training. So now, I teach my clients how to do the things that have helped me to improve my life, so I can help them to improve theirs.”
– Randy Luebke President, Lifetime Paradigm, Inc.