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SVP 8 - Maximizing Your Social Security Benefits

  • 06/06/2023
  • 12:30 PM - 4:00 PM
  • Ramada Inn - Bismarck 1400 E Interchange Ave

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The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues. 

Instructor: Edgar Gee

Field of Study: 4 Taxes



Visit Us:

3100 South Columbia Road
Suite 500
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727
Email: info@ndcpas.org

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