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BEGIN:VEVENT
DTSTART:20220823T180000Z
DTEND:20220823T190000Z
LOCATION:Online via Zoom
UID:2267620220823T180000ZSocial Security Considerations in Estate Planning 
DTSTAMP:20260501T042724Z
DESCRIPTION:\nThis is a recorded NAEPC seminar we will be streaming to our members via Zoom. \n \nDescription:  This session considers integrating Social Security retirement benefits into estate planning. Even with the high net worth client, this benefit is an important planning tool because of tax affects and longevity considerations. We will address issues such as how the system’s underfunding factors into projecting benefits, how to avoid the Social Security tax torpedo, retirement income bridging techniques that help defer and maximize retirement benefits, and coordinating OASDI payments with retirement drawdowns. Practical considerations are also included, such as how to help the client file for the benefit, using the benefit to pay for Medicare, and what to do about Social Security at death.\n \nContinuing education credits:  We will provide a continuing education certificate, and it is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Because it is pre-recorded, we aren’t able to apply for CE credits for the seminar.\n
SUMMARY:Social Security Considerations in Estate Planning  - Boulder County Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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