SITUATIONAL SOCIAL SECURITY BLOG

NSSA Exhibits Missouri Society of Accountants
Wednesday, August 26, 2015

Last week Marc traveled to Kansas City Missouri to exhibit at Bob Jennings’ Summer Seminar. The seminar focused on S corporations and partnership taxation. Marc met with a variety of local CPAs and Enrolled Agents who were attending the seminar. Like many other advisors, these attendees are on the front lines of advising clients on Social Security benefits. Although many advisors might suggest clients consult with their local Social Security office or financial advisors regarding how to plan for Social Security benefits, this is often not the best alternative for clients. While Marc met with the attendees, he was able to explain the value of spending a day to take a deep dive into understanding the nuances of the Social Security program. Having this additional knowledge about Social Security can help advisors nationwide guide their clients towards increasing their retirement income.

Although an Ohio native with affiliations for both the Cleveland Indians and the Cincinnati Reds, Marc did catch a Kansas City Royals game while in Kansas City. “Great watching a first place team in action. I told advisors that I met in Kansas City to enjoy the experience. I know too well the difficulty of staying on top!”



 
 
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