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DTSTART:20211013T200000Z
DTEND:20211013T210000Z
LOCATION:Webinar
UID:2034620211013T200000ZSocial Security Considerations in Estate Planning
DTSTAMP:20260407T183433Z
DESCRIPTION:\nThis 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 \nSophia Duffy is an Assistant Professor of Business Planning and the Assistant Vice President and Director of Regulatory Compliance, at The American College of Financial Services. Duffy teaches in the areas of estate planning, small business and succession planning, and income taxation. She is an attorney and a Certified Public Accountant (CPA).She received her Juris Doctorate (JD) from the Temple University James E. Beasley School of Law in 2012, and her Bachelor of Science (BS) in Accounting from Rutgers University in 2002.\n \nIn 2015, Duffy was appointed Interim Chief Academic Officer. Prior to that, she served as Assistant Dean of Business Affairs.\n \n \n \n\n \n \n \nSteve Parrish is a former practicing attorney and financial planner with over 40 years’ experience in financial services. He serves as Co-Director of the Retirement Income Center at The American College and as an adjunct estate planning professor at Drake University Law School. He is widely published in legal and financial journals, and is an ongoing Forbes contributor.   \n \n \n \n \n \n \n \n[REGISTER HERE](https://secure.confertel.net/tsRegisterD.asp?course=5842112) for the individual program. \n \nTo purchase the 2021 webinar series, please click [HERE](https://secure.confertel.net/tsRegisterD.asp?program=NAEPC-2021).\n
SUMMARY:NAEPC Webinar - Social Security Considerations in Estate Planning  
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DESCRIPTION:Reminder
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