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Continuing education
Free CPE webinars for CPAs.
One session, offered monthly. Register for the date that fits your calendar, presented by Robert Belcuore and hosted on CPAacademy.
The session
What we cover
Offered every month. Same session, six dates, so you can pick the one that works.
Maximizing Social Security as a Foundation for Retirement Income Planning
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Upcoming sessions
Description
Why the claiming decision matters.
Regardless of the size of your nest egg, Social Security provides a dependable, lifetime income stream that you can depend on. It is the foundation of every retiree's retirement plan. But it is estimated that retirees will collectively lose $3.4 trillion in potential income by claiming Social Security at the wrong time, impacting lifetime benefits and overall retirement security.
Most of us spend much more time thinking about accumulating assets for retirement than about how these assets get distributed in retirement. Retirement and aging present obstacles that did not exist prior. Starting with Social Security, every decision made in retirement or for retirement could significantly impact your quality of life.
In this webinar, we address strategies for claiming Social Security and the risks associated with making a wrong filing decision. With Social Security as the foundation, we further address other risks in retirement and how they can be mitigated in building a solid retirement income plan.
What you will take away
Learning objectives
- Identify the Social Security claiming strategies available for individuals, married couples, divorced, and widowed individuals.
- Evaluate the impact of one's claiming decision on the overall retirement income plan.
- Outline retirement income planning strategies to mitigate other retirement risks: longevity risk, health risk, market risk, inflation risk, and sequence-of-return risk.
- Summarize what to consider in building a solid retirement income distribution plan with Social Security as the foundation.
Your presenter
Instructor
Robert Belcuore
President and Founder, CPA Retirement Solutions
Prior to founding Cornerstone Wealth Associates, Robert founded Core Realty Corporation, a New Jersey corporation providing real-estate investment opportunities and services. He has been in the business of acquiring and managing real estate properties since 1994, and has established approximately ten limited liability companies for the ownership and management of roughly 150 rental units across various properties.
Robert received a master's degree in administration and supervision at Jersey City State College, and a degree in Educational Administration (doctorate equivalent) from Montclair State University in Pedagogy. He completed his undergraduate studies in political science at the University of Connecticut. Rob lives in Millburn, NJ with his wife, Lorraine, and their three daughters, Faith, Ava, and Alexa.