Succession Planning Workshop - Orlando
- Business & Professional
- Summit Tower Conference Room, Orlando FL
Join us for the next Advisor's Forum Webinar.
This program is free, without obligation, and is approved for continuing education credits*. It is designed to help you learn how the advisor team can collaboratively and effectively develop strategies for clients.
Ten Strategies to Maximize Your Clients' Social Security Benefits
Many clients look at Social Security as a government benefit when it is actually a covered worker's investment asset to be managed optimally, like any other investment asset. This overview explores commonly-seen planning situations such as workers with and without spouses; advantageious claiming strategies; surviving and/or divorced spouses; taxation of Social Security benefits; the "earnings test" and more.
Presented by: Randy Gardner, CPA, JD, LLM, CFP®
Lunch will be provided.
*One Certified Financial Planner (CFP®), 1 CPE and 1 CLE credit will be available.
Neither Securian Financial Services, Inc. nor Evershore Financial Group are affiliated with the Estate Planning and Legacy Law Center, or Randy Gardner. EM 14-0407 DOFU 02/2014 815789
Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated.
Speakers and hosts of any outside events may not be affiliated with Securian Financial Services, Inc. or Evershore Financial Group. Securian Financial Services, Inc. and Evershore Financial Group do not offer tax or legal advice. You should consult your tax and/or legal advisor regarding your own situation. Securian Financial Services, Inc. and Evershore Financial Group make no representation as to the completeness or accuracy of the information provided and disclaims any responsibility for, or endorcement of, the recommendations made or content included in an unaffiliated party's presentation.
Evershore Financial Group is headquartered in Palm Beach Gardens: 3300 PGA Boulevard, Suite 100, Palm Beach Gardens, FL 33410. 800.936.4310. EM 12-0095 DOFU 05/2012 503318
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