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CPA - medium firm
CPA - large firm
This course provides individuals with the essential knowledge and tools needed to optimize their Social Security benefits as part of a comprehensive retirement planning strategy. Participants will learn how Social Security works, how benefits are calculated, and the various factors that influence when to begin receiving benefits. The course will explore key considerations such as spousal benefits, survivor benefits, the impact of work history, and strategies to maximize lifetime income from Social Security.
Additionally, the session will address common myths and misconceptions about Social Security, and provide practical advice on how to integrate Social Security decisions with other retirement income sources like pensions, 401(k)s, and IRAs. By the end of the course, participants will have a clear understanding of how to approach Social Security in the context of their personal retirement goals, and be equipped to make informed decisions that can enhance their financial security in retirement.
Learning Objectives:
- Outline the fundamentals of Social Security, and gain a comprehensive understanding of how Social Security works, including eligibility requirements, benefits calculation methods, and types of benefits available
- Identify the optimal time and age to start Social Security benefits based on individual circumstances, including work history, life expectancy, and retirement goals
- Define strategies for maximizing lifetime Social Security income, including leveraging spousal and survivor benefits, dispelling common myths and misconceptions, and integrating Social Security into a broader retirement income plan
Rizek Housari
Divergent Wealth
Wealth Advisor
[email protected]
(385) 237-4000
Growing up in Arizona, Rizek worked for his father through the summer heat in the mechanic shop. It was there that he developed a deep appreciation for hard work and client service. Rizek believes in the importance of living frugally and saving for the future, the foundation of prudent living and investing. While he was working under that hot desert sun, he realized he needed to pursue a valuable education.
Early in life, Rizek discovered his love for teaching and helping individuals succeed. This desire to learn and teach others motivated him to attend Brigham Young University’s Marriott School of Business.
While at BYU, Rizek became interested in accounting and personal finance, eventually receiving a bachelor’s and master’s degree in accounting. He began investing for the first time in college and quickly became excited about the idea that money could work for him. He began his career with KPMG on the Deal Advisory team in San Francisco and Denver. While at KPMG, Rizek became a CPA and gained a strong financial background.
When Rizek is not dreaming about financial planning, you can find him on the river fly fishing. He believes that being outside with his adventurous wife, Emma, makes life exciting. They love to fish, ski, cycle, and sing Disney songs together.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
Divergent Wealth Advisors is a Family "Chief Financial Officer," a Wealth Planner, a Financial Adviser, a Portfolio Manager, an Estate Planning Adviser, and a Tax Strategist, all under the same roof.
Divergent Wealth Advisors is a long-term financial partner who can serve generations of a family and can simplify complicated things, playing the role of an educator and an adviser.
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