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Social Security: What You Need to Know to Maximize Your Benefits

SOCIAL SECURITY: WHAT YOU NEED TO KNOW TO MAXIMIZE YOUR BENEFITS

Cost $15.00
Presentation Length 1.0 hour

Recorded DateJanuary 18, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

The average American spends more time planning their next vacation than they do planning their social security. In this webinar, you will learn why this is a big mistake. 97% of retirees will get some type of benefit from the social security program before they die, but most of them will leave tens of thousands of dollars on the table in the process. Why? Because they do not understand how the program works. In this webinar, you will learn what you need to know to maximize social security benefits for you and those you love, as well as those you may no longer love.

Learning Objectives:


  • Identify what you can do to maximize your social security

  • Determine what role taxes play in your social security benefits

  • Recall the spousal, beneficiary, and ex-spouse benefits of the program

  • Identify how work affects your benefits

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dave Hall is a CPA, public speaker, webinar presenter, podcaster, retirement risk advisor, and all-around good guy. After graduating with his master’s degree in accounting from Southern Utah University, Dave moved to Las Vegas expecting to die there as a tax accountant. It was going great until he realized he had a greater passion for helping people get safely through retirement than he did for helping them get safely away from the IRS.

To follow his dreams, Dave left his role as managing partner of the accounting firm that he helped build into one of the largest in the history of Las Vegas. Eventually, he moved to Puerto Rico where he began piecing together what would allow him to share his knowledge on what it takes to get to a tax-free and risk-free retirement with thousands of people, just like you.

Dave now lives in Tennessee and spends most of his time educating CPAs and EAs on various retirement topics.


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About Our Presenter

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Retirement Risk Advisors is a retirement education company that is quickly becoming a top brand in the industry. Dave Hall, CPA started the company in 2019, with one course. Since that time, the company has continued to expand their offerings to include multiple courses, a podcast, weekly live events, and a risk-free retirement club. If you are looking for high quality, up-to-date, retirement education and planning you have come to the right place.