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Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 3, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Taxes
Course Description

An AARP survey determined that only half of its respondents who were either married or who had ever been married were aware that Social Security spousal benefits were available. This presentation will provide a broad overview of the Social Security program as it pertains to retirees and their beneficiaries while emphasizing spousal and survivor benefits. These auxiliary benefits will be examined and attendees will learn how to optimize payouts using a simple strategy.

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Daniel G. Mazzola is an investment advisory representative with American Portfolios Advisors Inc.  He is a Chartered Financial Analyst, Certified Public Accountant and Certified Financial Planner.  Mr. Mazzola has developed a series of Financial Literacy workshops which are conducted monthly for the patrons of the Freeport Public Library, and is the appointed chairman of the Pro Bono committee of the Financial Planning Association of Long Island.

About Our Presenter

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Providing optimal service and support to the financial service professionals, their staff, and their clients as well as all others who use our services is one of American Portfolios’ core responsibilities. We must strive to meet our customers’ needs with the highest level of quality and dedicate ourselves to setting the standard of service excellence for our industry.