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The U.S. Supreme Court reached a landmark decision entitling all married couples to the same legal benefits regardless of sexual orientation, which means all your same-sex clients in committed relationships (married or not) could benefit from a Social Security review.
If your clients are older parents and have minor children at home, Social Security benefits may be available to them. Know these rules to get maximum benefits for the family.
With the demise of guaranteed pensions, and in light of the risks you face in managing your own retirement assets, maximizing Social Security becomes a critical part of retirement planning.
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Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025