Webinar Details
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 about 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
Prerequisites
- None
Who Should Attend
CPAs and accounting/finance professionals who work with clients.
Advanced Preparation
None
Presenter Details
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Robert Belcuore
- President and Founder
Prior to joining CPA Retirement Solutions, 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 managing 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.... Read more
NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
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- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
Maximizing Social Security As A Foundation For Retirement Income Planning
Sponsored by Cornerstone Wealth Associates
- Nov 19, 2025
- 4:00 PM EST
- Credits: 1.00
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