2025 Annual Tax Seminar

Social Security: Facing Reality in 2025

Many Americans receive the majority of their retirement income from Social Security. Do you know enough to have an informed conversation with your clients about it? Learn what the difference is between an amateur and a pro when it comes to Social Security planning. Also, are you concerned whether it's still going to be there? Is it going broke? Your clients are hearing all of this. Understanding today's reality can help you deal with the concerns they may have.

This event is invitation only

For questions, please contact Eric Brandt at ebrandt@jewishrochester.org.