The average American spends more time planning their next vacation than they do planning their social security. In this webinar, you will learn why this is a big mistake. 97% of retirees will get some type of benefit from the social security program before they die, but most of them will leave tens of thousands of dollars on the table in the process. Why? Because they do not understand how the program works. In this webinar, you will learn what you need to know to maximize social security benefits for you and those you love, as well as those you may no longer love.
Mary Ulibarri (Mary Ulibarri)
“Excellent, excellent presentation. The professor is extremely knowledgeable about the subject. He took a very complicated subject matter and broke it down to a simple, easy to understand format. I give advise about social security all the time. This one seminar helped me to clarify some very sticky points. I would recommend this webinar to anyone who is getting social security, who is going to receive social security in the future, or to anyone who has questions about their social security.”
Gretchen Richards (Kotzker & Brodsky PC)
“I’ve gotten a lot of information from your social security webinars. Our firm have a lot of clients that are starting to approach social security age and it’s been very helpful. I would highly recommend to anyone that is dealing with older clients and it’s good to have knowledge on social security so that you can help the younger clientele make better decisions for their retirement future.”
Mary Ulibarri (Mary Ulibarri)
“This is the second time I have attended this seminar. As a tax professional, I feel it is imperative for me to educate my clients on Social Security. The seminar really helps me clarify all of those sticky situations. I will register for the 2 hours session the professor is giving in late September. Thank you so much!”
Brooks Taylor (Telapex)
“Great presenter, will probably take some of his premium courses. He seemed genuinely interested in helping people answer their questions, not just sell them on a future seminar or product. Very knowledgeable guy and great speaking skills.Like having the video feed to go along with the audio.”
Andy Wong (Andy F Wong, CPA – Finance and Accounting Advisor)
“Dave did an amazing job educating us on a topic many of us, largely clients, family, and friends take for granted until they retire. Understanding and advance planning can have a very beneficial financial and quality of life impact! Thank you for sharing yu our knowledge and insights.”
Lisa Harvey (Community Tax Services)
“Dave Hall is an excellent educator. This class presented a wealth of information to help navigate through the social security process. I was sorely lacking in knowledge. As he stated in the beginning I do more questions after the webinar because of my new understanding of the topic!!”
Laura Donnelly (Perfectly Easy Biz Mgmt)
“This was one of the best organized and most clearly presented courses I’ve attended. Presenter knows his material and is able to share it effectively. His style and pace of presentation is excellent. I’m looking forward to taking the more in depth course on this topic from him soon.”
CATHERINE TROM (Self employed)
“This was one of the best webinars I have attended. The presenter was very informative, stuck to the information to be presented without adding “fluff,” had great presentation skills and materials. This is a webinar EVERYONE should attend, not just those of us in finance!”
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