BEGIN:VCALENDAR
VERSION:2.0
CALSCALE:GREGORIAN
METHOD:PUBLISH
PRODID://NDCP//497783
BEGIN:VEVENT
DTSTAMP:20260430T094211
VTIMEZONE:America/Chicago
DTSTART:20261228T180000Z
DTEND:20261228T200000Z
UID:497783
SUMMARY:Surgent's Strategies for Maximizing Social Security Benefits (SPMB)
LOCATION:Webinar
DESCRIPTION:Surgent's Strategies for Maximizing Social Security Benefits (SPMB)\n\n12/28/26 12:00 PM CST\n - 12/28/26 02:00 PM CST\Description:\nAs Americans live longer and increasingly move away from traditional pensions, Social Security has become the main source of retirement income for many clients. Meanwhile, concerns about solvency and a lack of understanding of key rules have led to confusion and sometimes misguided decisions. This program offers tax practitioners the knowledge they need to help clients make informed choices about Social Security and retirement income.Objectives:
 Evaluate client eligibility for various benefits
 Explain how deemed filing and dual entitlement impact benefit selections and amounts
 Analyze key factors that influence optimal claiming decisions
 Advise married clients regarding their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse
 Assess how earned income and taxation may impact benefits and Medicare premiums
 Apply planning concepts to help clients make more informed and strategic decisions
 Presenters:Heather Schreiber, RICP®Field of Study:Taxes (2)Major Topics:
 Eligibility rules for retirement, spousal, divorced spouse, survivor, and family benefits
 Understanding the new age of deemed filing
 How dual entitlement is calculated and how it affects benefit outcomes
 Key factors in deciding when to claim Social Security benefits
 Coordinating work and benefits, including the earnings test and its effect on income
 Managing Social Security to maximize after-tax cash flow, avoid higher Medicare premiums, and protect the survivor
 Updates related to recent legislation, including the SSFA and the OBBBA
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Strategies for Maximizing Social Security Benefits (SPMB)<br /><br />12/28/26 12:00 PM CST - 12/28/26 02:00 PM CST<br />Description:<br />As Americans live longer and increasingly move away from traditional pensions, Social Security has become the main source of retirement income for many clients. Meanwhile, concerns about solvency and a lack of understanding of key rules have led to confusion and sometimes misguided decisions. This program offers tax practitioners the knowledge they need to help clients make informed choices about Social Security and retirement income.<br><br><b>Objectives:</b><br><ul>
    <li>Evaluate client eligibility for various benefits</li>
    <li>Explain how deemed filing and dual entitlement impact benefit selections and amounts</li>
    <li>Analyze key factors that influence optimal claiming decisions</li>
    <li>Advise married clients regarding their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse</li>
    <li>Assess how earned income and taxation may impact benefits and Medicare premiums</li>
    <li>Apply planning concepts to help clients make more informed and strategic decisions</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>Eligibility rules for retirement, spousal, divorced spouse, survivor, and family benefits</li>
    <li>Understanding the new age of deemed filing</li>
    <li>How dual entitlement is calculated and how it affects benefit outcomes</li>
    <li>Key factors in deciding when to claim Social Security benefits</li>
    <li>Coordinating work and benefits, including the earnings test and its effect on income</li>
    <li>Managing Social Security to maximize after-tax cash flow, avoid higher Medicare premiums, and protect the survivor</li>
    <li>Updates related to recent legislation, including the SSFA and the OBBBA</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
BEGIN:VALARM
TRIGGER:-PT5M
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR