Earn 1.2 CPE and/or 1 CLE credits by joining us for a free educational webinar, “Savvy Social Security Planning, What Attorneys and CPAs Need to Know to Effectively Help Their Clients”.
Social Security and Medicare can be far more complicated than people realize. The decisions your clients make now can have a tremendous impact on their retirement and financial well-being. The last several years your speaker, Pat Burris, CFP®, has helped many CPAs and Attorneys with unique and somewhat complicated Social Security filing strategies for themselves and their clients.
Learn some of the nuances with Social Security at the 1-hour CPE/CLE educational webinar exclusively for CPAs and Attorneys, hosted by Meld Financial. This webinar will help professionals like you learn how to help your clients make sure they are effectively utilizing the benefits available to them.