Hidden Social Security Tax
Clients Will Love You
(and Refer Others to You)
When You Show Them How to
Increase Their Social Security Checks!

Most financial advisors, CPAs, and estate planning attorneys don’t ever focus on clients’ (or prospects’) Social Security benefits. Maybe it’s because the rules are so complicated, or the dollars involved seem to be relatively small.

But if clients (or prospects) can increase their Social Security payments, even by a few hundred dollars a month, you’d be surprised how excited (and appreciative) they become - - even wealthy ones who don’t really need the money!

When you learn the “ins and outs” of Social Security, and where and how to apply the rules in your clients’ (and prospects’) favor, you’ll have a huge competitive advantage, get more people to engage your services or purchase your products - - and generate a lot more referrals too!

Join us and nationally renowned Social Security expert, Theodore Sarenski, CPA/PFS, CPA, for a 90-minute program on entitled “The Little Known Secrets of Social Security”.

On this 90 minute program, you’ll learn…

  • How to properly compute your Social Security (“SS”) benefits
  • How to collect SS Disability and what are the family benefits
  • What SS benefits are available to survivors when someone dies
  • What SS benefits are available to an ex-spouse
  • When is the optimal time to begin receiving SS benefits
  • What are the various options available to couples in SS benefit planning
  • What is “Government pension offset” and how does it work
  • What is the “Windfall Eliminations Provision” and how does it work
  • And much more!
  • Program Title: The Little Known Secrets of Social Security
  • Speaker:
  • Duration: 90 minutes

Theodore J. Sarenski

CPA/PFS, CFP®
Theodore J. Sarenski

Theodore J. Sarenski, CPA/PFS, CFP® created Blue Ocean Strategic Capital, LLC within a regional accounting firm in 1997 and in 2010, purchased 100% ownership from that firm to begin as an independently owned organization. Kevin VandenBerg, who joined Ted in 2007, became a partner at the same time.

Ted’s over 30 years experience as a CPA and over 20 years as a Financial Planner serve as the backdrop for the assembly of the Blue Ocean staff of highly educated, experienced people who form the team that deliver wealth management services to Central New York. His extensive experience in individual taxation and estate planning bring a dimension to wealth management not found in most other asset management firms at the local level.

Ted is recognized locally and nationally as an expert providing financial planning advice. He currently appears on WSTM-3, Syracuse’s NBC affiliate, taking viewers’ calls and offering planning concepts to viewers and was recently nominated to receive the 2012 Distinguished Service Award by the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division for contributions to industry-related publications and speaking engagements across the country.

Ted authored articles on financial planning that have appeared in The Journal of Accountancy, The CPA Journal, The Journal of Taxation and the AICPA Wealth Management Insider. He authored a CPAs Guide to Social Security for the American Institute of CPAs in 2011. He has been interviewed and quoted in many publications including: USA Today, Consumer Reports, The Christian Science Monitor, Investment News, Kiplinger Personal Finance Report, Accounting Today and The Practical Accountant.

Since 2005, Ted has been interviewed by hundreds of Radio Stations across the country on a variety of financial planning and income tax topics. Ted was interviewed for a 45 minute segment of NPR on the topic of retirement and Social Security in 2009.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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