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POSTPONED: WISH for Income – Social Security

May 18, 2020 @ 11:30 am - 1:30 pm SA CPA Training Center $50 – $92.50

COURSE#: 2020051822
2 CE Hours


Nonmembers CPAs pay an additional $21.25 per credit hour for CE classes; nonmember CPAs will be held responsible for paying this additional amount.


When planning for retirement, there are 4 sources that can generate income! Social Security is the primary source of retirement income. The key is to integrate Social Security claiming options with all other sources of retirement income.

This 2-hour session will uncover all the Social Security claiming options and how they can and should be explored.


Course Objective(s):  Participants will gain a better appreciation of Social Security and how it should be integrated with other sources of income.


Prerequisites: The method of presentation is group-live instruction and the program level is intermediate.  There are no prerequisites for this course nor is there any advanced preparation required.


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May 18, 2020
11:30 am - 1:30 pm
$50 – $92.50
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David Zander, CFP(R)


SA CPA Training Center
901 NE Loop 410
San Antonio, TX 78209 United States
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(210) 828-2722