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PRODID://NDCP//406994
BEGIN:VEVENT
DTSTAMP:20260506T001946
VTIMEZONE:America/Chicago
DTSTART:20260227T150000Z
DTEND:20260227T170000Z
UID:406994
SUMMARY:Surgent's Strategies for Maximizing Social Security Benefits (SPMB)
LOCATION:Webinar
DESCRIPTION:Surgent's Strategies for Maximizing Social Security Benefits (SPMB)\n\n02/27/26 09:00 AM CST\n - 02/27/26 11:00 AM CST\Description:\nAs the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and the alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.Objectives:
 Determine what options a given client has with respect to initiating Social Security payments
 Identify other factors that could affect a claiming age decision
 Advise divorced clients with respect to their ability to receive Social Security benefits from a former spouse
 Advise married clients regarding their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse
 Presenters:Heather Schreiber, RICP®Field of Study:Taxes (2)Major Topics:
 When is a person eligible to take Social Security benefits?
 Factors to consider when selecting an option for taking Social Security benefits
 Is there a best age to start taking Social Security benefits?
 How to maximize Social Security benefit payments for surviving spouses
 How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?
 How minor children can collect Social Security benefits based on the work record of an older parent
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Strategies for Maximizing Social Security Benefits (SPMB)<br /><br />02/27/26 09:00 AM CST - 02/27/26 11:00 AM CST<br />Description:<br />As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and the alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.<br><br><b>Objectives:</b><br><ul>
    <li>Determine what options a given client has with respect to initiating Social Security payments</li>
    <li>Identify other factors that could affect a claiming age decision</li>
    <li>Advise divorced clients with respect to their ability to receive Social Security benefits from a former spouse</li>
    <li>Advise married clients regarding their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse</li>
</ul><br><b>Presenters:</b><br>Heather Schreiber, RICP®<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>When is a person eligible to take Social Security benefits?</li>
    <li>Factors to consider when selecting an option for taking Social Security benefits</li>
    <li>Is there a best age to start taking Social Security benefits?</li>
    <li>How to maximize Social Security benefit payments for surviving spouses</li>
    <li>How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?</li>
    <li>How minor children can collect Social Security benefits based on the work record of an older parent</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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DESCRIPTION:Reminder
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