Event Description

 Social Security represents an important part of  your, and your clients’, retirement planning. This seminar will provide you with a comprehensive understanding of the Social Security program and equip you with tips and tools to advise your clients and employees on how to maximize benefits.  Take advantage of this program for yourself as well!Presented by Frank Lemieux, Business Development Consultant, John Hancock Investment Management and Jessica Pate, Financial Advisor, Edward Jones  

Designed For

CPAs, CFPs, other financial professionals

Objectives

Provide participants with a better understanding of Social Security, including some of the “fine print”. 

Major Subjects

Roots of Social Security Where Social Security Stands Today Understanding & Maximizing Social Security Benefits 

Prerequisites

None

Instructions

None