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American Institute of CPAs - Personal Financial Planning (PFP)

Jun 5, 2020

Guests: Ted Sarenski, CPA/PFS

During the coronavirus pandemic, you have witnessed uncertainty with personal finances and the anxiety that has come with even the best-laid plans. What can you do today to help your clients gain comfort and clarity? You can help them with their Social Security planning decisions. In this episode, learn from Social Security expert Ted Sarenski, CPA/PFS, as he shares key insights that will help you help your clients, including:

  • Expectations for next year’s Trustees of Social Security and Medicare trust funds report
  • Tips to keep age 62 clients going who are now unemployed or earning much less
  • Decision-making formula for preserving Social Security benefits
  • Considerations for married couples, surviving spouses, and families
  • Social Security outlook for those under age 60

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The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community and gain access to valuable member-only benefits.

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