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Self-Study CPE
ELDER CARE PLANNING: THE CPA'S CRITICAL ROLE
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Maximizing Social Security as a Foundation for Retirement Income Planning

MAXIMIZING SOCIAL SECURITY AS A FOUNDATION FOR RETIREMENT INCOME PLANNING

Available Date(s)
Tuesday, September 13, 2022: 11:00AM EDT
Wednesday, November 02, 2022: 10:00AM EDT
Thursday, January 12, 2023: 11:00AM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Regardless of the size of your nest egg, Social Security provides a dependable, lifetime income stream that you can depend on. It is the foundation of every retiree’s retirement plan. But it is estimated that retirees will collectively lose $3.4 trillion in potential income by claiming Social Security at the wrong time—impacting lifetime benefits and overall retirement security. 

Most of us spend much more time thinking about accumulating assets for retirement than how these assets get distributed in retirement. Retirement and aging present obstacles that did not exist prior. Starting with Social Security, every decision made in retirement or for retirement could significantly impact your quality of life. 

In this webinar, we address strategies for claiming Social Security and the risks associated with making a wrong filing decision. With Social Security as the foundation, we further address other risks in retirement and how they can be mitigated in building a solid retirement income plan.  


Learning Objectives


  • Identify the Social Security claiming strategies available for individuals, married couples, divorced, and widowed individuals

  • Evaluate the impact of one’s claiming decision on the overall retirement income plan

  • Outline retirement income planning strategies to mitigate other retirement risks: longevity risk, health risk, market risk, inflation risk, and sequence-of-return risk

  • Summarize what to consider in building a solid retirement income distribution plan with Social Security as the foundation

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Cornerstonefinancial

Prior to joining Cornerstone Financial Associates, Robert founded Core Realty Corporation, a New Jersey corporation providing real-estate investment opportunities and services. Mr. Belcuore has been in the business of acquiring and successfully management real estate properties since 1994. He has established approximately ten limited liability companies for the ownership and management of approximately 150 rental units in various properties.

Robert received a masters degree in administration and supervision at Jersey City State College, a degree in Educational Administration and a (doctorate equivalent) from Montclair State University in Pedagogy. He completed his undergraduate studies in political science at the University of Connecticut. Rob now lives in Millburn, NJ with his wife, Lorraine and their three daughters, Faith, Ava, and Alexa.
 

Cornerstonefinancial

Cheryl Crawford has 35 years working in the financial services industry and is a retired CPA. Prior to joining Cornerstone Financial Associates, Cheryl worked for Morgan Stanley, Ernst & Young, Guardian Life Insurance Company and Park Avenue Securities in New York City.  

Her professional experience includes CFO, Director of Corporate Tax and broker dealer and insurance operations. She now operates out of our Charlotte, NC office. Cheryl earned her MBA from the Wharton School of Business and her BBA from the University of Michigan.  
    
Cheryl lives in Charlotte, NC.   Her two sons, recent college graduates,
are pursuing their careers in business and academia.

 

Cornerstonefinancial

Diane is a retired CPA with 35 years of successful business experience. After spending five years at KPMG on the audit and tax teams, Diane left to become the Chief Financial Officer for a multi divisional private company.  Her experience then led her to owning and managing her own manufacturing company.  Upon selling the company in 2006, Diane re-entered the financial services world to pursue her dream of helping others and planning for retirement.  She has a proven track record of commitment to service and seeing her clients to a successful and financially stable retirement.

As a member of Cornerstone Financial Associates, Diane joins a team of like-minded independent planners and financial advisors that strive to educate and guide clients to sound, financial retirement decisions.  At Cornerstone, all client interactions are guided by core values of transparency, gratitude, conviction, superior quality and service, accountability, integrity, discipline, and servant leadership. 

Diane graduated summa cum laude from the Wharton School of the University of Pennsylvania with a Bachelor of Science degree in Economics. A former collegiate tennis player, Diane gave up the rackets for the sticks and now enjoys golf, pickleball & other outdoor activities.  She is an advocate for all individuals with disabilities and is an active member of the local chapter of the Alzheimer’s Association.

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About Our Presenter

Cornerstonefinancial
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.