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Topic
Social Security Planning: The Next Must-Have Service for Enrolled Agents
Date & Time
Selected Sessions:
Jun 19, 2025 03:00 PM
Description
Join us for an exclusive webinar designed for tax professionals seeking to expand their services, deepen client relationships, and increase revenue. The Registered Social Security Analyst® (RSSA®) Program equips you with the expertise to advise clients on one of the most important retirement decisions they’ll make—how and when to claim Social Security.
In this session, you’ll learn:
Why Social Security planning is a natural and valuable extension of your tax practice
How becoming an RSSA® sets you apart and opens the door to year-round advisory opportunities
Ways to increase client satisfaction and referrals while adding a high-demand, high-value service
How to access the RSSA® certification, tools, support, and exclusive discounts available for tax professionals