Gather financial and tax planning strategies that combine Social Security with other retirement and estate planning tools. Identify who is entitled to retirement benefits, and determine when to take them. Understand Medicare, the prescription drug provision, and supplemental insurance. Highlights
Recent legislation
Joint Social Security benefits
Benefit distribution
Business entities for Social Security advantages
Spousal benefits
Income tax of benefits
Coordinating benefits
Medicare Part D prescription drugs
Disability benefits
Pensions
Social Security at 62, 66, or 70
Registration
PICPA Member: $275 Nonmember: $375
More Information
Course No. 653002Level: Basic
Prerequisites:
None
Notes
Accepted for
CFM, CFP®, ChFC, CLU, CMA, and IRS credits.
Speaker(s)
Diane Lapon
Diane A. Lapon, CFP Lapon
Financial Services
Diane A. Lapon is a certified financial planner and founder of Lapon
Financial Services. For the past decade, she has provided financial planning
consulting services to a wide range of clients. She has extensive experience in
all aspects of personal financial planning issues and has lectured at Harvard
University, Bentley College, Arthur Andersen, and the American Institute of
Certified Public Accountants. Prior to establishing Lapon Financial Services,
she was in charge of financial planning for the Boston office of Arthur
Andersen. Ms. Lapon received her undergraduate degree from the University of
Pittsburgh, master's degree from the University of Pennsylvania, M.B.A. from
Babson College, and Master of Science in Taxation from Bentley College. She
holds the Series 7 and 63 licenses.