$25.00
Ryan will lead an interactive discussion regarding the following questions about social security: Will Social Security be there for me in retirement? How can I maximize my Social Security benefit? When should I take Social Security? What are survivor and spousal benefits and who is eligible? What are the Windfall Elimination Period and the Government Pension Offset? How do I coordinate Social Security with my other retirement benefits (pension, qualified plan, etc)? Learn how to answer these questions for your clients and yourself.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Hyslop, AAMS
Click play to watch a short video about ‘Social Security: Your Questions Answered’
Ryan will lead an interactive discussion regarding the following questions about social security: Will Social Security be there for me in retirement? How can I maximize my Social Security benefit? When should I take Social Security? What are survivor and spousal benefits and who is eligible? What are the Windfall Elimination Period and the Government Pension Offset? How do I coordinate Social Security with my other retirement benefits (pension, qualified plan, etc)? Learn how to answer these questions for your clients and yourself.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Hyslop, AAMS
Click play to watch a short video about ‘Social Security: Your Questions Answered’
Premier has unique practice area add-ons and a one of a kind support forum with live web based classes, training videos, best practice knowledge base and more. They are committed to use of technology to make you and your staff far more efficient and effective in all you do.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Tom Caffrey
Click play to watch a short video about ‘Monetizing Current/Future Business Owner and Advisor Relationships’
John and Greg will discuss what Attorney’s need to be aware of when advising clients that are near retirement or retirees who have transitioned from an accumulation phase in their life to a distribution phase. They will discuss how clients can continue living a prosperous lifestyle with some guarantees by using time segmented distribution planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP
Click play to watch a short video about ‘Your Client Will Run Out of Money Without a Proper Distribution Plan’
In our estate and business planning practices, our clients often consider a corporate trustee to act and help as a current or successor trustee to their estate plan and/or asset protection plan. Join Jeffrey to more thoroughly understand the world of corporate fiduciaries and the compensation element to those fiduciaries and possibly the referring attorney.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeffrey Dunham
Click play to watch a short video about ‘Secrets from the BoardRoom – Trusts & Public Mutual Funds for Accountants’