Social Security: Your Client's Questions (Answered)
Presented by: Janet Davis, CPA, CFP®
Trusted Advisors Consulting
This presentation focuses on the most common questions our clients ask regarding Social Security retirement benefits:
- Will Social Security be here when I need it?
- Do I have a choice of benefits?
- How do I calculate benefits?
- Should I continue to work to increase benefits?
- When should I apply for benefits?
May 10th, 2017
Location: Arizona Inn
2200 E. Elm St, Tucson, AZ, 85719
FPA of Southern AZ
Members $20 / Guests $30
Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM
2 Hrs of CE Credits
RSVP to Gerry Oldenski by Friday,
May 5, 2017 at
To prepay with PayPal go to our website
We accept checks and cash at the door on the day of the meeting
No Shows with reservations will be billed for the breakfast unless prepaid
About the Speaker:
Janet Davis, owner and president of Trusted Advisors Consulting, is a Certified Public Accountant and Certified Financial Planner with over 20 years of income, estate and gift tax planning experience. Her many years of public accounting experience at Arthur Andersen and Clifton Larson Allen have given her a strong compliance background as well, and she continues to prepare all types of individual, trust and business income tax returns.
Janet's current practice works with Certified Financial Planners, Chief Financial Officers and other professionals to jointly meet clients' financial goals in a tax efficient manner. Areas of specialization include income tax planning and return preparation for professionals as well as for small to mid-size businesses and their owners.