1804 NE 43rd. Ave., Portland, OR 97213
Contact Us: (503) 282-7247

Live Seminar

Details
Date: June 8, 2017
Time: 08:00 am - 04:30 pm
Cost: $190.00 to $260.00
Event Category: Taxes
Organizer
OAIA
Phone: (503) 282-7247
Email: info@oaia.net
Venue
Holiday Inn - Portland South
25425 SW 95th Avenue
Wilsonville, OR 97070 US
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Phone:
503-682-2211
Website:
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Speaker

Ron Roberson
Ron
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 people coming back year after year. In addition to authoring multiple tax articles and manuals, Ron also continues to work with his partner in a tax and accounting practice in Sonora, California. Ron includes real life examples from his practice to make tax issues come alive and help complicated subject matter make more sense.

2017 Social Security - Understanding Your Clients Future


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.

Additional Information
Course 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.

CPE Hours : 8
Level : Basic
Prerequisites : None
Field Of Study : Taxes

Price for members : $190.00
Price for nonmembers : $260.00

Past Seminar.

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