I frequently speak at Social Security educational workshops for clients, prospects, churches and civic groups. My firm also hosts at least one annual educational event specifically for CPAs and attorneys at which they receive continuing education credits.
Over the years, I have been fortunate to help many people maximize their Social Security benefits, introducing them to methods of receiving benefits that they didn’t even know were available. Often times I do this by writing blogs I post to our website and email to clients and prospects that have opted to receive them.
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