New Social Security Report Provides Great Consulting Opportunity

Beginning October 1, 1999, the Social Security Administration will automatically send out annual social security statements to every worker above age 25.

These redesigned statements will include all the same information as the ones you used to request from the Administration, but will be more concise and easier to read.

CONSULTING OPPORTUNITY!!! Every worker over age 25 will automatically receive his or her annual statement approximately 3 months before his birthday. Why not contact your clients 2 months before their birthday with an offer to sit down and help them in their annual financial plan?

And as long as you have their birthday in your database, send them a birthday card too . . .


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Upcoming CPE Webinars

Sep 24
In this jam-packed presentation Excel expert David Ringstrom, CPA will give you a crash-course in creating spreadsheet-based dashboards. A dashboard condenses large amounts of data into a compact space, yet enables the end user to easily drill down into details when warranted.
Sep 30
This webcast will include discussions of important issues in SSARS No. 19 and the current status of proposed changes by the Accounting and Review Services Committee in these statements.
Oct 21
Kristen Rampe will share how to speak and write more effectively by understanding your own and your audience's communication style.
Oct 23
Amber Setter will show the value of leadership assessments as tools for individual and organizational leadership development initiatives.