Navigate the complexities of benefits, taxes, and retirement planning to provide your clients with actionable, high-value advice.
Social Security and Medicare benefits remain an integral part of the financial planning process for many clients, yet CPAs often feel unprepared to talk about these topics. Clients often want to know when they will qualify for benefits, how they obtain benefits, and if these benefits will even be available once they retire. Through easy-to-understand examples and discussion, this course will review the fundamentals of the Social Security and Medicare systems. It will also help practitioners begin to identify planning opportunities that may be available for current and future clients.
The course explores the fundamental tax and financial planning considerations tied to these essential federal programs. It offers an in-depth look at how claiming strategies, enrollment periods, and benefit structures directly impact long-term retirement income and tax liabilities. Designed to demystify complex rules and regulations, the overview highlights the vital intersection between healthcare costs, guaranteed income streams, and wealth preservation. Professionals will gain a solid foundation in how to integrate Social Security and Medicare decisions into a broader lifecycle financial plan, ensuring optimal outcomes and financial security throughout retirement.
Who Should Attend:
CPAs who have clients that are nearing retirement or asking questions about Social Security and Medicare benefits.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
