Nashville Account Fest: Maximizing Your Social Security Benefits

358  |  Course  |  Basic  |  Scheduled

Description

The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, as well as the myriad other related retirement planning issues.

A Live Stream version of this event is available here.

Credits

Number of Credits Type of Credits
4.00 Taxes
3.33 CLE

Designed For

Practitioners who have clients contemplating receipt of Social Security

Prerequisites

Basic knowledge of retirement planning

Highlights

  • Retirement benefits: what the amount of benefits is in various circumstances
  • Spousal benefits: Should a spouse return to work? What benefits does a spouse have, and when and how do they relate to benefits decisions by the client?
  • Claiming Social Security: advantages and disadvantages at ages 62, full retirement age and 70
  • Planning: what clients approaching retirement age should consider now with respect to benefits for them, their spouses and their children
  • Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?

Objectives

  • Identify who is entitled to retirement benefits and in what amounts
  • Summarize the factors one must consider in determining when to take benefits
  • Discuss the taxation of Social Security benefits and how this impacts other income tax planning
  • Identify and describe the potential effects of retirement and estate planning strategies

Prices

Member (Early Bird)
$189.00
Non-Member (Early Bird)
$249.00
Member
$239.00
Non-Member
$299.00
Your Price: $249.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. Early Bird rates will be applied to all registrations made prior to November 28, 2025.

Members log in and save $60.00 on this event. Not a member? join today.

$25.00

In order to select CLE credits, please login to your account or register with your applicable BPR number.

Instructors

John M. Kilroy

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting.

John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics.

John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.

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